AVGO BROADCOM INC

Ownership history in Crumly & Associates Inc.  ·  24 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported BROADCOM INC (AVGO) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows AVGO at 0.68% 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 Crumly & Associates Inc.'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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 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 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 Crumly & Associates Inc. held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,409 +440 +4.4% 0.68% $3.2M 2026-05-15 (Est.) $379.75
2025 Q4 REDUCED 9,969 -46 -0.5% 0.72% $3.5M 2026-01-14 $339.18
2025 Q3 REDUCED 10,015 -38 -0.4% 0.72% $3.3M 2025-11-03 $361.10
2025 Q2 REDUCED 10,053 -913 -8.3% 0.67% $2.8M 2025-07-02 $268.36
2025 Q1 REDUCED 10,966 -45 -0.4% 0.51% $1.8M 2025-04-22 $168.22
2024 Q4 REDUCED 11,011 -27 -0.2% 0.70% $2.6M 2025-02-03 $215.33
2024 Q3 ADDED 11,038 +9,941 +906.2% 0.53% $1.9M 2024-11-01 $166.61
2024 Q2 REDUCED 1,097 -16 -1.4% 0.51% $1.8M 2024-08-02 $141.39
2024 Q1 ADDED 1,113 +7 +0.6% 0.39% $1.5M 2024-05-01 $121.80
2023 Q4 REDUCED 1,106 -50 -4.3% 0.37% $1.3M 2024-01-29 $118.83
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and AVGO

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

How long has Crumly & Associates Inc. reported owning AVGO?

Crumly & Associates Inc. reported AVGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVGO position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for AVGO was 0.72% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 10,409 shares, equal to 0.68% of portfolio, with an estimated market value of $3.2M.

What does the chart on this AVGO ownership page compare?

The chart compares Crumly & Associates Inc.'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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