AVGO — BROADCOM LTD

Ownership history in NWAM LLC · 35 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC 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

2.37% (2025 Q2)

Avg. % of fund

0.49%

First filed

2016 Q4

Last filed

2025 Q4

Quarters held

35

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	88,568	-3,230	-3.5%	1.61%	$28.8M	$346.10
2025 Q3	REDUCED	91,798	-4,570	-4.7%	2.19%	$31.2M	$329.28
2025 Q2	ADDED	96,368	+1,399	+1.5%	2.37%	$29.1M	$274.65
2025 Q1	ADDED	94,969	+399	+0.4%	1.37%	$15.9M	$166.43

% 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% Glass Wealth Management Co LLC 13.38%

← Back to NWAM LLC Holdings