AVGO — BROADCOM LTD

Ownership history in Segment Wealth Management, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, 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
3.66% (2025 Q3)
Avg. % of fund
1.74%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 174,422 -10,559 -5.7% 3.50% $60.4M $346.10
2025 Q3 REDUCED 184,981 -4,291 -2.3% 3.66% $61.0M $329.28
2025 Q2 REDUCED 189,272 -8,131 -4.1% 3.31% $52.2M $274.65
2025 Q1 REDUCED 197,403 -5,940 -2.9% 2.24% $33.1M $166.43
31 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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