Form 13-F position report

BROADCOM INC

Reported by Westwood Wealth Management

AVGO CUSIP 11135F101 Manager CIK 0001861125

Reported 44,290 shares, down 425 (1.0%) from the prior quarter.

Reported value 20.9%; share count -1.0% vs. the prior quarter.

Reduced
% of reported 13F value 4.85% This manager · Q2 2026
Shares 44,290 Quarter-end amount reported
Reported value $16,730,555 Fair value at quarter end
Consecutive quarters held 12 Through Q2 2026

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 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

5013 managers reported BROADCOM INC for Q2 2026.

Managers reporting BROADCOM INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 398,213,826 +12,269,052 2.24% $150,425,272,865 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 309,168,582 +1,152,717 2.5% $116,788,431,850 2 qtrs
STATE STREET CORPORATION Added 196,900,541 +5,520,309 2.2% $74,379,179,363 33 qtrs
FMR LLC Added 144,359,173 +20,246,297 2.37% $54,531,677,402 33 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 127,001,513 -1,421,434 2.16% $47,974,821,538 2 qtrs
Capital World Investors Added 121,892,859 +5,704,376 5.44% $46,043,125,039 34 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 116,394,795 +2,113,873 2.34% $43,862,120,689 33 qtrs
Capital Research Global Investors Reduced 113,126,312 -2,898,986 5.96% $42,731,528,140 34 qtrs
JPMorgan Chase & Co Added 95,016,148 +3,233,340 1.96% $35,388,764,805 33 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 82,851,970 -1,618,784 3.13% $31,297,332,000 33 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 07, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
44,290

“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.