WEDBUSH SECURITIES INC AVGO — BROADCOM LTD

Ownership history in WEDBUSH SECURITIES INC  ·  38 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported BROADCOM LTD (AVGO) in 38 quarterly 13F filings from 2023 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. 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 WEDBUSH SECURITIES INC's position in BROADCOM LTD, 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
2023 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.

AVGO stock page WEDBUSH SECURITIES INC fund profile WEDBUSH SECURITIES INC full holdings
How WEDBUSH SECURITIES INC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 82,053 +11,392 +16.1% 0.74% $25K 2026-04-21 $402.17
2025 Q4 ADDED — — — 70,661 +3,631 +5.4% 0.71% $24.5M 2026-02-12 $330.48
2025 Q3 ADDED — — — 67,030 +2,410 +3.7% 0.72% $22.1M 2025-11-06 $354.17
2025 Q2 ADDED — — — 64,620 +2,741 +4.4% 0.62% $17.8M 2025-08-06 $299.95
2025 Q1 ADDED — — — 61,879 +4,820 +8.4% 0.38% $10.4M 2025-05-06 $198.48
2024 Q4 ADDED — — — 57,059 +828 +1.5% 0.47% $13.2M 2025-02-13 $233.20
2024 Q3 ADDED — — — 56,231 +48,854 +662.2% 0.36% $9.7M 2024-11-08 $181.13
2024 Q2 ADDED — — — 7,377 +417 +6.0% 0.42% $11.8M 2024-08-07 $133.97
2024 Q1 ADDED — — — 6,960 +1,855 +36.3% 0.34% $9.2M 2024-05-15 $140.74
2023 Q4 ADDED — — — 5,105 +249 +5.1% 0.25% $5.7M 2024-02-12 $123.44
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

ASK CAPITAL MANAGEMENT, LLC 92.39% Haven Capital Group, Inc. 21.38% Integrated Financial Solutions, Inc. 16.44% M & L Capital Management Ltd 13.2% Carmel Capital Management L.L.C. 3Y 12.54% Berry Wealth Group, LP 12.0% Broad Peak Investment Advisers Pte Ltd 11.62% BURR FINANCIAL SERVICES, LLC 10.68% HILLMAN CO 3Y 7Y 10.54% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.94%

FAQ About WEDBUSH SECURITIES 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 WEDBUSH SECURITIES INC reported owning AVGO?

WEDBUSH SECURITIES INC reported AVGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVGO position in WEDBUSH SECURITIES 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 WEDBUSH SECURITIES INC reported 82,053 shares, equal to 0.74% of portfolio, with an estimated market value of $25K.

What does the chart on this AVGO ownership page compare?

The chart compares WEDBUSH SECURITIES 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.

How well did WEDBUSH SECURITIES INC time their AVGO position?

Based on 13F filing dates vs. subsequent AVGO price moves, WEDBUSH SECURITIES INC correctly timed 21 out of 37 reported position changes (57%). The annualised alpha on AVGO relative to SPY over the holding period was +26.9%.

← Back to WEDBUSH SECURITIES INC Holdings