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Broadcom shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Broadcom (AVGO) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Broadcom

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All positions including Broadcom held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadcom by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 13k 329.91
2025-06-30 $4.6M 17k 275.65
2025-03-31 $2.2M 13k 167.43
2024-12-31 $2.1M 8.9k 231.84
2024-09-30 $2.8M 16k 172.50
2023-09-30 $434k 523 830.58
2022-12-31 $289k 481 601.12
2022-09-30 $266k 514 517.24
2022-03-31 $288k 522 551.28

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View all positions for WealthPlan Investment Management

Top funds holding Broadcom

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Capital Research Global Investors
Morgan Stanley
Northern Trust
Wellington Management Company
Goldman Sachs Group
Invesco
Nuveen

View all funds holding Broadcom