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GRIMES & Co WEALTH MANAGEMENT, LLC

Position in AVGO — Broadcom Inc.

CIK 1321993 WESTBOROUGH, MA

Position in AVGO

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$25,325,493
+$4,824,790 QoQ
Shares Held
67,043
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#981
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $287,498,209 across 11 Semiconductors names. AVGO ranks #6 (8.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 AVGO
Broadcom Inc.
This page
67,043 $25,325,493

All Filings in AVGO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,325,493 67,043
2026-03-31 $20,500,703 66,236
2025-12-31 $27,453,343 79,322
2025-09-30 $29,004,366 87,916
2025-06-30 $21,001,221 76,188
2025-03-31 $14,109,325 84,270
2024-12-31 $19,325,718 83,358
2024-09-30 $14,507,940 84,104
2024-06-30 $13,839,668 8,620
2024-03-31 $13,989,702 10,555
2023-12-31 $11,913,736 10,673
2023-09-30 $8,617,267 10,375
2023-06-30 $9,150,518 10,549
2023-03-31 $7,444,429 11,604
2022-12-31 $6,494,853 11,616
2022-09-30 $4,580,406 10,316
2022-06-30 $4,639,970 9,551
2022-03-31 $5,771,017 9,165
2021-12-31 $5,591,440 8,403
2021-09-30 $4,062,258 8,377
2021-06-30 $3,877,185 8,131
2021-03-31 $3,546,998 7,650
2020-12-31 $3,304,016 7,546
2020-09-30 $2,615,088 7,178
2020-06-30 $2,221,578 7,039
2020-03-31 $1,635,041 6,896