AVGO β€” BROADCOM INC

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported BROADCOM INC (AVGO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows AVGO at 0.74% 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 RICHARDS, MERRILL & PETERSON, 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 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2026 Q1

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

Time in book
Holding Window
2024 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 RICHARDS, MERRILL & PETERSON, INC. 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,551 +1,588 +32.0% 0.74% $2.0M 2026-04-17 $406.54
2025 Q4 ADDED 4,963 +1,442 +41.0% 0.66% $1.7M 2026-01-27 $332.09
2025 Q3 ADDED 3,521 +412 +13.3% 0.50% $1.2M 2025-10-16 $352.73
2025 Q2 ADDED 3,109 +1,111 +55.6% 0.41% $857K 2025-07-31 $292.03
2025 Q1 REDUCED 1,998 -83 -4.0% 0.17% $335K 2025-05-07 $203.16
2024 Q4 INITIATED 2,081 β€” β€” 0.25% $482K 2025-02-13 $233.20

FAQ About RICHARDS, MERRILL & PETERSON, 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 RICHARDS, MERRILL & PETERSON, INC. reported owning AVGO?

RICHARDS, MERRILL & PETERSON, INC. reported AVGO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVGO position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for AVGO was 0.74% in 2026 Q1.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 6,551 shares, equal to 0.74% of portfolio, with an estimated market value of $2.0M.

What does the chart on this AVGO ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, 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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