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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in BROADCOM INC

Williams Jones Wealth Management, LLC. holds 691,659 shares of AVGO (BROADCOM INC), worth $261.3M as of 2026-Q2. The position was increased (+20.1% shares). AVGO represents 2.9% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$261.3M

Current Shares

691,659

Total Value Change

+$164.5M

Total Shares Change

+130,430

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
691,659
+20.1%
$261.3M2.9%$377.75
63
2026-Q1
Decreased
575,837
-0.2%
$178.2M2.2%$309.02
0
2025-Q4
Increased
577,104
+1.0%
$199.7M2.3%$344.83
53
2025-Q3
Increased
571,323
+0.0%
$188.5M2.2%$328.07
52
2025-Q2
Increased
571,279
+1.4%
$157.5M1.9%$273.65
48
2025-Q1
Increased
563,651
+1.2%
$94.4M1.2%$165.82
48
2024-Q4
Decreased
556,757
-0.8%
$129.1M1.6%$228.92
0
2024-Q3
Increased
561,229
+911.8%
$96.8M1.1%$169.87
76

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

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