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Broadcom shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Broadcom

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

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Quarterly reported holdings in Broadcom by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 107k 329.91
2025-06-30 $28M 103k 275.65
2025-03-31 $16M 96k 167.43
2024-12-31 $22M 93k 231.90
2024-09-30 $15M 89k 172.50
2024-06-30 $13M 8.2k 1605.51
2024-03-31 $8.8M 6.6k 1325.45
2023-12-31 $9.7M 8.7k 1116.19
2023-09-30 $6.9M 8.4k 830.53
2023-06-30 $6.9M 7.9k 867.42
2023-03-31 $1.5M 2.3k 641.59
2022-12-31 $1.2M 2.2k 559.24
2022-09-30 $779k 1.8k 444.11
2022-06-30 $475k 978 485.81
2022-03-31 $372k 591 629.68
2021-12-31 $439k 660 665.41
2021-09-30 $275k 568 484.93