AVGO BROADCOM INC

Ownership history in Verity & Verity, LLC  ·  30 quarters on record

AI Ownership Summary

Verity & Verity, LLC reported BROADCOM INC (AVGO) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.37% in 2024 Q4. The latest visible filing shows AVGO at 5.49% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Verity & Verity, LLC'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
2025 Q4

AVGO was reported at 5.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.37% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Verity & Verity, LLC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 204,370 -5,888 -2.8% 5.49% $70.7M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 210,258 -3,025 -1.4% 5.55% $69.4M 2025-10-21 $341.29
2025 Q2 REDUCED 213,283 -2,541 -1.2% 5.05% $58.8M 2025-08-12 $311.05
2025 Q1 REDUCED 215,824 -85,510 -28.4% 3.17% $36.1M 2025-04-16 $173.21
2024 Q4 ADDED 301,334 +15,433 +5.4% 6.37% $69.9M 2025-01-15 $225.49
2024 Q3 ADDED 285,901 +258,017 +925.3% 4.83% $49.3M 2024-11-07 $181.30
2024 Q2 REDUCED 27,884 -5,028 -15.3% 4.97% $44.8M 2024-08-08 $143.28
2024 Q1 REDUCED 32,912 -1,735 -5.0% 0.55% $4.8M 2024-04-24 $123.17
2023 Q4 REDUCED 34,647 -884 -2.5% 4.52% $38.7M 2024-02-12 $123.44
2023 Q3 REDUCED 35,531 -3,206 -8.3% 4.01% $31.5M 2023-10-19 $84.30
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Verity & Verity, LLC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Verity & Verity, LLC reported owning AVGO?

Verity & Verity, LLC reported AVGO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AVGO position in Verity & Verity, LLC's portfolio?

The largest reported portfolio weight for AVGO was 6.37% in 2024 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Verity & Verity, LLC reported 204,370 shares, equal to 5.49% of portfolio, with an estimated market value of $70.7M.

What does the chart on this AVGO ownership page compare?

The chart compares Verity & Verity, LLC'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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