W.G. Shaheen & Associates DBA Whitney & Co
Position in AVGO — Broadcom Inc.
CIK 1577001
ROCHESTER, NY
Position in AVGO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,898,151
+$1,046,141 QoQ
Shares Held
89,737
-15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#876
of 4,778 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $133,061,258 across 7 Semiconductors names. AVGO ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
195,914 | $39,200,432 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
89,737 | $33,898,151 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
107,992 | $32,169,736 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,653 | $18,459,513 | |
| 5 | MU |
Micron Technology Inc
|
6,611 | $7,631,011 | |
| 6 | INTC |
Intel Corp
|
9,667 | $1,349,803 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
607 | $352,612 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,898,151 | 89,737 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $32,852,010 | 106,142 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $36,604,228 | 105,762 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $35,066,463 | 106,291 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $29,548,853 | 107,197 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $18,158,955 | 108,457 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $25,538,798 | 110,157 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $18,882,195 | 109,462 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,416,789 | 10,848 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,445,643 | 10,899 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,858,243 | 12,415 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,799,091 | 5,778 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,929,604 | 5,683 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,617,644 | 5,639 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,027,688 | 5,415 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,378,561 | 5,357 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,575,764 | 5,302 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,315,265 | 5,265 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,370,967 | 5,066 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,443,562 | 5,039 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,371,802 | 4,974 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,247,823 | 4,848 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,071,030 | 4,730 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,696,273 | 4,656 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||