BALDWIN WEALTH PARTNERS LLC/MA

Position in AVGO — Broadcom Inc.

CIK 1021258 Marion, MA

Position in AVGO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$993,482

+$173,281 QoQ

Shares Held

2,630

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,388

of 4,764 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Technology · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $135,014,373 across 9 Semiconductors names. AVGO ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	496,839	$99,412,515
2	ADI	Analog Devices Inc	62,039	$24,640,029
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	11,073	$5,288,132
4	AMD	Advanced Micro Devices Inc	6,098	$3,542,389
5	AVGO	Broadcom Inc. This page	2,630	$993,482
6	QCOM	Qualcomm Inc/De	2,362	$436,473
7	INTC	Intel Corp	1,805	$252,032
8	MU	Micron Technology Inc	213	$245,863

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$993,482	2,630	-0.8%	Shares	Sole	2026-07-14
2026-03-31	$820,201	2,650	-69.2%	Shares	Sole	2026-04-14
2025-12-31	$2,976,806	8,601	-0.6%	Shares	Sole	2026-01-07
2025-09-30	$2,856,030	8,657	-1.0%	Shares	Sole	2025-10-14
2025-06-30	$2,410,834	8,746	-8.4%	Shares	Sole	2025-07-24
2025-03-31	$1,598,789	9,549	+5.4%	Shares	Sole	2025-04-14
2024-12-31	$2,101,397	9,064	+1.1%	Shares	Sole	2025-01-22
2024-09-30	$1,546,980	8,968	+1273.4%	Shares	Sole	2024-10-16
2024-06-30	$1,048,411	653	-2.2%	Shares	Sole	2024-07-12
2024-03-31	$885,373	668	-1.5%	Shares	Sole	2024-04-12
2023-12-31	$756,817	678	-0.6%	Shares	Sole	2024-01-08
2023-09-30	$566,455	682	-7.6%	Shares	Sole	2023-10-10
2023-06-30	$640,163	738	-2.1%	Shares	Sole	2023-07-14
2023-03-31	$483,721	754	+1.3%	Shares	Sole	2023-04-21
2022-12-31	$415,992	744	+0.8%	Shares	Sole	2023-01-27
2022-09-30	$327,679	738	-1.9%	Shares	Sole	2022-10-14
2022-06-30	$365,329	752	0.0%	Shares	Sole	2022-07-18
2022-03-31	$473,519	752	0.0%	Shares	Sole	2022-04-13
2021-12-31	$500,388	752	0.0%	Shares	Sole	2022-01-14
2021-09-30	$364,667	752	0.0%	Shares	Sole	2021-10-27
2021-06-30	$358,583	752	+1.9%	Shares	Sole	2021-07-30
2021-03-31	$342,181	738	0.0%	Shares	Sole	2021-04-08
2020-12-31	$323,133	738	0.0%	Shares	Sole	2021-01-12
2020-09-30	$268,868	738	0.0%	Shares	Sole	2020-10-16
2020-06-30	$232,920	738	-3.3%	Shares	Sole	2020-07-21
2020-03-31	$180,907	763	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.