AVGO — BROADCOM INC

Ownership history in Glass Wealth Management Co LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Glass Wealth Management Co LLC reported a position in BROADCOM INC (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.23% (2025 Q3)
Avg. % of fund
11.88%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 94,248 -2,529 -2.6% 13.38% $32.6M $346.10
2025 Q3 ADDED 96,777 +596 +0.6% 14.23% $31.9M $329.28
2025 Q2 REDUCED 96,181 -3,301 -3.3% 14.12% $26.5M $274.65
2025 Q1 REDUCED 99,482 -8,915 -8.2% 9.99% $16.7M $166.43
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Berry Wealth Group, LP 13.15%
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