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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in BROADCOM INC

AE Wealth Management LLC holds 787,667 shares of AVGO (BROADCOM INC), worth $297.5M as of 2026-Q2. The position was increased (+8.7% shares). AVGO represents 1.4% of AE Wealth Management LLC's portfolio.

Current Value

$297.5M

Current Shares

787,667

Total Value Change

+$223.1M

Total Shares Change

+356,014

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
787,667
+8.7%
$297.5M1.4%$377.75
53
2026-Q1
Increased
724,608
+17.3%
$224.3M1.2%$309.02
56
2025-Q4
Increased
617,694
+4.4%
$213.8M1.2%$344.83
50
2025-Q3
Increased
591,748
+4.5%
$195.2M1.2%$328.07
50
2025-Q2
Increased
565,993
+10.7%
$156M1.1%$273.65
53
2025-Q1
Increased
511,144
+6.4%
$85.6M0.7%$165.82
45
2024-Q4
Increased
480,285
+11.3%
$111.3M0.9%$228.92
47
2024-Q3
Increased
431,653
+9121.4%
$74.5M0.7%$169.87
67

Other major holders of AVGO: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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