Williams Jones Wealth Management, LLC.

Position in AVGO — Broadcom Inc.

CIK 1788587 New York, NY

Position in AVGO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$261,274,187

+$83,046,878 QoQ

Shares Held

691,659

+20.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#79

of 2,759 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $760,503,524 across 15 Semiconductors names. AVGO ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,991,485	$398,476,233
2	AVGO	Broadcom Inc. This page	691,659	$261,274,187
3	AMD	Advanced Micro Devices Inc	46,701	$27,129,077
4	TXN	Texas Instruments Inc	74,546	$22,219,926
5	MU	Micron Technology Inc	16,737	$19,319,351
6	MCHP	Microchip Technology Inc	150,058	$13,685,289
7	ADI	Analog Devices Inc	12,923	$5,132,627
8	NXPI	NXP Semiconductors N.V.	12,937	$3,635,685

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,274,187	691,659	+20.1%	Shares	Sole	2026-08-05
2026-03-31	$178,227,309	575,837	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$199,735,694	577,104	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$188,485,170	571,323	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$157,473,056	571,279	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$94,372,086	563,651	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$129,078,542	556,757	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$96,812,002	561,229	+911.8%	Shares	Sole	2024-11-14
2024-06-30	$89,057,143	55,469	+6.4%	Shares	Sole	2024-08-05
2024-03-31	$69,116,155	52,147	+100.6%	Shares	Sole	2024-05-07
2023-12-31	$29,014,686	25,993	+23.2%	Shares	Sole	2024-02-14
2023-09-30	$17,521,085	21,095	-1.2%	Shares	Sole	2023-11-14
2023-06-30	$18,511,823	21,341	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$13,537,135	21,101	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$11,431,412	20,445	-2.2%	Shares	Sole	2023-02-14
2022-09-30	$9,284,693	20,911	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$10,625,150	21,871	+1.1%	Shares	Sole	2022-08-15
2022-03-31	$13,623,126	21,635	-4.2%	Shares	Sole	2022-05-16
2021-12-31	$15,025,623	22,581	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$11,028,278	22,742	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$10,614,935	22,261	-1.9%	Shares	Sole	2021-08-16
2021-03-31	$10,526,472	22,703	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$9,900,664	22,612	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$8,280,993	22,730	+14.0%	Shares	Sole	2020-11-13
2020-06-30	$6,290,738	19,932	+21.3%	Shares	Sole	2020-08-14
2020-03-31	$3,897,449	16,438	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.