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AVGO
Showing 8 of 27 quarters

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

Williams Jones Wealth Management, LLC. holds 575,837 shares of AVGO (BROADCOM INC), worth $178.2M as of 2026-Q1. The position was decreased (-0.2% shares). AVGO represents 2.2% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$178.2M

Current Shares

575,837

Total Value Change

+$89.2M

Total Shares Change

+520,368

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
575,837
-0.2%
$178.2M2.2%$313.84
0
2025-Q4
Increased
577,104
+1.0%
$199.7M2.3%$349.85
53
2025-Q3
Increased
571,323
+0.0%
$188.5M2.2%$327.27
52
2025-Q2
Increased
571,279
+1.4%
$157.5M1.9%$268.38
48
2025-Q1
Increased
563,651
+1.2%
$94.4M1.2%$168.11
48
2024-Q4
Decreased
556,757
-0.8%
$129.1M1.6%$233.47
0
2024-Q3
Increased
561,229
+911.8%
$96.8M1.1%$170.69
76
2024-Q2
Increased
55,469
+6.4%
$89.1M1.1%$158.17
50

Other major holders of AVGO: VANGUARD GROUP INC, BlackRock, Inc.

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