AVGO β€” BROADCOM INC COM

Ownership history in Bellwether Advisors, LLC  Β·  18 quarters on record

AI Ownership Summary

Bellwether Advisors, LLC reported BROADCOM INC COM (AVGO) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.13% in 2024 Q4. The latest visible filing shows AVGO at 2.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bellwether Advisors, LLC's position in BROADCOM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bellwether Advisors, LLC held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 44,931 +52 +0.1% 2.48% $15.6M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 44,879 -4,795 -9.7% 2.45% $14.8M 2025-11-12 $353.80
2025 Q2 REDUCED 49,674 -15,737 -24.1% 2.34% $13.7M 2025-08-11 $302.17
2025 Q1 REDUCED 65,411 -34,325 -34.4% 2.29% $11.0M 2025-05-07 $203.16
2024 Q4 ADDED 99,736 +9,871 +11.0% 4.13% $23.1M 2025-02-14 $230.47
2024 Q3 ADDED 89,865 +81,799 +1014.1% 2.98% $15.5M 2024-11-08 $181.13
2024 Q2 ADDED 8,066 +2,273 +39.2% 2.72% $13.0M 2024-08-01 $144.53
2024 Q1 REDUCED 5,793 -136 -2.3% 1.69% $7.7M 2024-05-06 $128.41
2023 Q4 ADDED 5,929 +5,895 +17338.2% 1.63% $6.6M 2024-01-12 $108.09
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bellwether Advisors, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bellwether Advisors, LLC reported owning AVGO?

Bellwether Advisors, LLC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in Bellwether Advisors, LLC's portfolio?

The largest reported portfolio weight for AVGO was 4.13% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Bellwether Advisors, LLC reported 44,931 shares, equal to 2.48% of portfolio, with an estimated market value of $15.6M.

What does the chart on this AVGO ownership page compare?

The chart compares Bellwether Advisors, LLC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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