Position in AVGO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,668,144
+$262,660 QoQ
Shares Held
4,416
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,927
of 4,764 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $16,927,549 across 10 Semiconductors names. AVGO ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
22,661 | $4,534,239 | |
| 2 | INTC |
Intel Corp
|
22,412 | $3,129,387 | |
| 3 | QCOM |
Qualcomm Inc/De
|
14,230 | $2,629,561 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,064 | $1,779,908 | |
| 5 | AVGO |
Broadcom Inc.
This page
|
4,416 | $1,668,144 | |
| 6 | TXN |
Texas Instruments Inc
|
4,331 | $1,290,941 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,749 | $835,269 | |
| 8 | MU |
Micron Technology Inc
|
509 | $587,533 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,668,144 | 4,416 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,405,484 | 4,541 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,550,874 | 4,481 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,174,269 | 4,260 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $739,036 | 4,414 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,082,460 | 4,669 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $847,147 | 4,911 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $830,059 | 517 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $731,626 | 552 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $680,912 | 610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $538,215 | 648 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $599,394 | 691 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $456,134 | 711 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $402,014 | 719 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $279,726 | 630 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $321,606 | 662 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $415,588 | 660 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $480,426 | 722 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $459,713 | 948 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $372,412 | 781 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $386,228 | 833 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $420,773 | 961 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $368,327 | 1,011 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $331,390 | 1,050 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $233,543 | 985 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||