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
Other major holders of AVGO: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 575,837 |
-0.2% |
| $178.2M |
| 2.2% |
| $313.84 |
0 |
| 2025-Q4 | Increased | 577,104 | +1.0% | $199.7M | 2.3% | $349.85 | 53 |
| 2025-Q3 | Increased | 571,323 | +0.0% | $188.5M | 2.2% | $327.27 | 52 |
| 2025-Q2 | Increased | 571,279 | +1.4% | $157.5M | 1.9% | $268.38 | 48 |
| 2025-Q1 | Increased | 563,651 | +1.2% | $94.4M | 1.2% | $168.11 | 48 |
| 2024-Q4 | Decreased | 556,757 | -0.8% | $129.1M | 1.6% | $233.47 | 0 |
| 2024-Q3 | Increased | 561,229 | +911.8% | $96.8M | 1.1% | $170.69 | 76 |
| 2024-Q2 | Increased | 55,469 | +6.4% | $89.1M | 1.1% | $158.17 | 50 |