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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in AVGO — Broadcom Inc.

CIK 1352860 BLUE BELL, PA

Position in AVGO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$447,633
+$96,340 QoQ
Shares Held
1,185
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,065
of 4,764 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in AVGO Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $7,668,896 across 15 Semiconductors names. AVGO ranks #7 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 AVGO
Broadcom Inc.
This page
1,185 $447,633

All Filings in AVGO

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $447,633 1,185
2026-03-31 $351,293 1,135
2025-12-31 $275,495 796
2025-09-30 $262,278 795
2025-06-30 $194,333 705
2025-03-31 $102,969 615
2024-12-31 $119,629 516
2024-09-30 $241,500 1,400
2024-06-30 $187,847 117
2024-03-31 $141,818 107
2023-12-31 $130,601 117
2023-09-30 $84,719 102
2023-06-30 $65,057 75
2023-03-31 $37,209 58
2022-12-31 $32,429 58
2022-09-30 $27,972 63
2022-06-30 $28,176 58
2022-03-31 $34,002 54
2021-12-31 $24,620 37