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Broadcom shares owned by Stephenson & Company

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in Broadcom

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All positions including Broadcom held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by Stephenson & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 559 377.75

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Tips Bd Etf (TIP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Stephenson & Company

Top funds holding Broadcom

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Capital Research Global Investors
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Morgan Stanley
Invesco
Norges Bank Investment Management
Bank of America Corporation

View all funds holding Broadcom