Position in AVGO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$75,254,221
+$41,193,265 QoQ
Shares Held
199,217
+81.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#615
of 4,764 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $523,197,386 across 21 Semiconductors names. AVGO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,208,102 | $241,729,129 | |
| 2 | ADI |
Analog Devices Inc
|
315,915 | $125,471,960 | |
| 3 | AVGO |
Broadcom Inc.
This page
|
199,217 | $75,254,221 | |
| 4 | QCOM |
Qualcomm Inc/De
|
239,262 | $44,213,224 | |
| 5 | INTC |
Intel Corp
|
75,711 | $10,571,526 | |
| 6 | MU |
Micron Technology Inc
|
8,871 | $10,239,706 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
12,346 | $7,171,914 | |
| 8 | TXN |
Texas Instruments Inc
|
11,446 | $3,411,709 |
All Filings in AVGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,254,221 | 199,217 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,060,956 | 110,048 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,612,107 | 47,998 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,219,695 | 49,164 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $12,811,385 | 46,477 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,900,854 | 47,189 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,970,436 | 47,319 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,169,082 | 47,357 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,201,047 | 5,108 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,256,619 | 5,475 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,641,687 | 5,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,089,794 | 6,128 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,435,316 | 6,266 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $118,684 | 185 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $115,180 | 206 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $99,902 | 225 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $122,909 | 253 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $119,639 | 190 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $178,939 | 369 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $47,684 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $46,366 | 100 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $43,785 | 100 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $33,517 | 92 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $24,301 | 77 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||