AVGO — BROADCOM INC COM

Ownership history in RMR Wealth Builders  ·  23 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in BROADCOM INC COM (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
2.07% (2020 Q2)
Avg. % of fund
1.12%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,106 -3,984 -8.0% 1.28% $16.0M $346.10
2025 Q3 REDUCED 50,090 -5,911 -10.6% 1.38% $16.5M $329.28
2025 Q2 ADDED 56,001 +988 +1.8% 1.40% $15.4M $274.65
2025 Q1 REDUCED 55,013 -15,357 -21.8% 0.97% $9.2M $166.43
19 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% Glass Wealth Management Co LLC 13.38%
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