Form 13-F position report

BROADCOM INC COM (DE)

Reported by Westwood Wealth Management

AVGO CUSIP 11135F101 Manager CIK 0001861125

Reported 5,475 shares, unchanged from the prior quarter.

Reported value 21.1%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 3.28% This manager · Q2 2024
Shares 5,475 Quarter-end amount reported
Reported value $8,790,277 Fair value at quarter end
Consecutive quarters held 4 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-09-30 3613023
2023-12-31 5358000
2024-03-31 7256620
2024-06-30 8790277
2024-09-30 10263750
2024-12-31 13620600
2025-03-31 10029057
2025-06-30 16366719
2025-09-30 13188152
2025-12-31 202815
2026-03-31 13839740
2026-06-30 16730555

Quarterly position history

How this manager's reported quarter-end position changed over time.

12 quarters
Quarterly reported position history for BROADCOM INC COM (DE) held by Westwood Wealth Management.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 44,290 -425 (-1.0%) 4.85% $16,730,555 2026-08-07
Q1 2026 Added 44,715 +44,129 (7530.5%) 5.43% $13,839,740 2026-05-11
Q4 2025 Reduced 586 -39,389 (-98.5%) 0.15% $202,815 2026-01-20
Q3 2025 Reduced 39,975 -19,400 (-32.7%) 4.84% $13,188,152 2025-10-24
Q2 2025 Reduced 59,375 -525 (-0.9%) 5.5% $16,366,719 2025-08-05
Q1 2025 Added 59,900 +1,150 (2.0%) 4.32% $10,029,057 2025-05-14
Q4 2024 Reduced 58,750 -750 (-1.3%) 4.92% $13,620,600 2025-02-13
Q3 2024 Added 59,500* +4,750 (8.7%) 4.02% $10,263,750 2024-11-12
Q2 2024 Unchanged 5,475 0 (0.0%) 3.28% $8,790,277 2024-08-14
Q1 2024 Added 5,475 +675 (14.1%) 3.55% $7,256,620 2024-05-01
Q4 2023 Added 4,800 +450 (10.3%) 4.13% $5,358,000 2024-02-12
Q3 2023 New 4,350 +4,350 (0.0%) 2.39% $3,613,023 2023-11-08

Who else reported the position

3363 managers reported BROADCOM INC COM (DE) for Q2 2024.

Managers reporting BROADCOM INC COM (DE) in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 44,820,765 +169,492 1.38% $71,961,082,831 25 qtrs
BlackRock Inc Reduced 34,200,333 -707,422 1.24% $54,909,661,593 25 qtrs
Capital World Investors Reduced 22,420,349 -3,529,487 5.87% $35,995,664,420 26 qtrs
Capital International Investors Reduced 19,034,699 -1,964,279 6.29% $30,557,510,510 26 qtrs
STATE STREET CORPORATION Reduced 17,589,950 -608,694 1.23% $28,241,192,424 25 qtrs
Capital Research Global Investors Reduced 11,022,266 -6,411,931 3.88% $17,696,483,468 26 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 9,212,885 -311,724 1.29% $14,754,786,160 25 qtrs
FMR LLC Added 7,402,180 +1,543,354 0.76% $11,884,421,572 25 qtrs
JPMorgan Chase & Co Added 7,366,820 +958,735 0.97% $11,827,654,662 25 qtrs
MORGAN STANLEY Added 7,180,292 +828,092 0.89% $11,528,178,694 25 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
5,475

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.