Broadcom shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Broadcom
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Quarterly reported holdings in Broadcom by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 16k | 329.91 |
| 2025-06-30 | $4.5M | 17k | 275.65 |
| 2025-03-31 | $2.8M | 17k | 167.43 |
| 2024-12-31 | $3.9M | 17k | 231.84 |
| 2024-09-30 | $2.9M | 17k | 172.50 |
| 2024-06-30 | $2.7M | 1.7k | 1605.53 |
| 2024-03-31 | $2.1M | 1.6k | 1325.41 |
| 2023-12-31 | $1.8M | 1.6k | 1116.25 |
| 2023-09-30 | $1.3M | 1.5k | 830.58 |
| 2023-06-30 | $1.5M | 1.8k | 867.43 |
| 2023-03-31 | $1.1M | 1.8k | 641.54 |
| 2022-12-31 | $983k | 1.8k | 559.13 |
| 2022-09-30 | $654k | 1.5k | 443.99 |
| 2022-06-30 | $652k | 1.3k | 485.84 |
| 2022-03-31 | $843k | 1.3k | 630.04 |
| 2021-12-31 | $842k | 1.3k | 665.61 |
| 2021-09-30 | $636k | 1.3k | 484.76 |
| 2021-06-30 | $626k | 1.3k | 477.13 |
| 2021-03-31 | $582k | 1.3k | 463.38 |