Position in AVGO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,056,279
+$1,124,910 QoQ
Shares Held
10,738
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,194
of 4,778 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Wellington Shields & Co., LLC holds $28,003,460 across 10 Semiconductors names. AVGO ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
70,423 | $14,090,938 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
10,738 | $4,056,279 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,737 | $3,694,959 | |
| 4 | INTC |
Intel Corp
|
11,243 | $1,569,860 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,367 | $1,375,013 | |
| 6 | QCOM |
Qualcomm Inc/De
|
5,800 | $1,071,782 | |
| 7 | MU |
Micron Technology Inc
|
885 | $1,021,546 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
2,625 | $781,961 |
All Filings in AVGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,056,279 | 10,738 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,931,369 | 9,471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,210,998 | 12,167 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,178,969 | 12,667 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,593,097 | 13,035 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,482,652 | 14,828 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,507,275 | 15,128 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,623,725 | 15,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,442,011 | 1,521 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,002,694 | 1,511 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $1,770,372 | 1,586 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $1,295,704 | 1,560 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,344,516 | 1,550 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $994,387 | 1,550 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $838,695 | 1,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $666,015 | 1,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $728,715 | 1,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $944,520 | 1,500 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $998,115 | 1,500 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $630,409 | 1,300 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $619,892 | 1,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $602,758 | 1,300 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $569,205 | 1,300 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $619,344 | 1,700 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $410,293 | 1,300 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $237,100 | 1,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||