AVGO BROADCOM LTD

Ownership history in Linscomb Wealth, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in BROADCOM LTD (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
2.11% (2025 Q3)
Avg. % of fund
0.83%
First filed
2017 Q3
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 143,694 -4,643 -3.1% 2.09% $49.7M $346.10
2025 Q3 REDUCED 148,337 -9,595 -6.1% 2.11% $48.9M $329.28
2025 Q2 REDUCED 157,932 -87 -0.1% 2.00% $43.5M $274.65
2025 Q1 REDUCED 158,019 -5,675 -3.5% 1.32% $26.5M $166.43
2024 Q4 REDUCED 163,694 -2,853 -1.7% 1.89% $38.0M $229.76
2024 Q3 ADDED 166,547 +149,183 +859.2% 1.42% $28.7M $170.50
2024 Q2 REDUCED 17,364 -380 -2.1% 1.44% $27.9M $158.17
2024 Q1 REDUCED 17,744 -691 -3.7% 1.21% $23.5M $130.16
2023 Q4 REDUCED 18,435 -1,330 -6.7% 1.13% $20.6M $109.16
2023 Q3 REDUCED 19,765 -952 -4.6% 0.96% $16.4M $80.85
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
← Back to Linscomb Wealth, Inc. Holdings