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Broadcom shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Broadcom

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

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Quarterly reported holdings in Broadcom by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $234k 146 1605.53
2023-09-30 $2.5M 3.0k 830.58
2023-06-30 $218k 251 867.43

More positions owned by WMS Partners

T. Rowe Price (TROW)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

Top funds holding Broadcom

Vanguard Group
BlackRock
Swedbank AB
State Street Corporation
Raymond James & Associates
SG Americas Securities
Geode Capital Management
International Assets Investment Management
Jpmorgan Chase & Co
Bank of America Corporation
Pathway Financial Advisers
Morgan Stanley
Susquehanna International
Raymond James Financial Services Advisors
New York State Teachers Retirement System

View all funds holding Broadcom