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Broadcom shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Broadcom

Tip: Access up to 7 years of quarterly data

All positions including Broadcom held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $87k 231 377.75

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Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Capital World Investors
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Bank of America Corporation
Wellington Management Company
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Broadcom