BENDER ROBERT & ASSOCIATES AVGO β€” BROADCOM INC

Ownership history in BENDER ROBERT & ASSOCIATES  Β·  4 quarters on record

AI Ownership Summary

BENDER ROBERT & ASSOCIATES reported BROADCOM INC (AVGO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows AVGO at 0.05% 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.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENDER ROBERT & ASSOCIATES's position in BROADCOM INC, 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
2026 Q1

AVGO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 BENDER ROBERT & ASSOCIATES held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 670 -80 -10.7% 0.05% $207K 2026-04-23 $419.94
2025 Q4 REDUCED β€” β€” β€” 750 -25 -3.2% 0.05% $260K 2026-01-29 $330.04
2025 Q3 UNCHANGED β€” β€” β€” 775 β€” 0% 0.06% $256K 2025-10-22 $338.94
2025 Q2 INITIATED β€” β€” β€” 775 β€” β€” 0.05% $214K 2025-07-24 $287.06

FAQ About BENDER ROBERT & ASSOCIATES and AVGO

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

How long has BENDER ROBERT & ASSOCIATES reported owning AVGO?

BENDER ROBERT & ASSOCIATES reported AVGO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported AVGO position in BENDER ROBERT & ASSOCIATES's portfolio?

The largest reported portfolio weight for AVGO was 0.06% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when BENDER ROBERT & ASSOCIATES reported 670 shares, equal to 0.05% of portfolio, with an estimated market value of $207K.

What does the chart on this AVGO ownership page compare?

The chart compares BENDER ROBERT & ASSOCIATES'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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