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Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in BROADCOM INC

Yes. Axxcess Wealth Management holds 112,029 shares of AVGO (Broadcom), worth $39.3M, as of its Q3 2026 13F filing. It reduced the position by 69,628 shares (-38.3%) from Q2 2026. Axxcess Wealth Management has held AVGO in every 13F on record since Q4 2021, 20 quarterly filings. AVGO is 1.6% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$39.3M

Current Shares

112,029

Total Value Change

+$7.5M

Total Shares Change

-72,811

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
112,029
-38.3%
$39.3M1.6%$351.19
0
2026-Q2
Increased
181,657
+2.6%
$68.6M1.1%$377.75
48
2026-Q1
Decreased
177,070
-3.5%
$54.8M1.8%$309.02
0
2025-Q4
Decreased
183,452
-1.3%
$63.5M1.1%$344.83
0
2025-Q3
Decreased
185,809
-2.3%
$61.3M1.3%$328.07
0
2025-Q2
Decreased
190,106
-0.4%
$52.4M1.2%$273.65
0
2025-Q1
Increased
190,943
+5.0%
$32M0.8%$165.82
43
2024-Q4
Decreased
181,944
-1.6%
$42.2M1.0%$228.92
0
2024-Q3
Increased
184,840
+930.9%
$31.9M0.8%$169.87
66

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