SEC 13F Intelligence

Wright Investors Service Inc / AVGO

Wright Investors Service Inc’s Broadcom Inc Position

Does Wright Investors Service Inc own Broadcom Inc (AVGO)? Yes — 32.3K shares worth $10M (+3.15% of its 13F portfolio) as of Q1 2026, down from 37.1K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
32.3K
% of Portfolio
+3.15%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $4MQ4 ’21: $6MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $7MQ2 ’25: $11MQ3 ’25: $14MQ4 ’25: $13MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.3K$10M+3.15%
Q4 202537.1K$13M+3.86%
Q3 202542.2K$14M+4.03%
Q2 202540.0K$11M+3.33%
Q1 202541.4K$7M+2.29%
Q4 202445.2K$10M+3.40%
Q3 202451.0K$9M+2.30%
Q2 20245.0K$8M+2.11%
Q1 20244.8K$6M+1.62%
Q4 20234.1K$5M+1.28%
Q3 20234.1K$3M+0.98%
Q2 20234.6K$4M+1.11%
Q1 20234.7K$3M+0.86%
Q4 20227.8K$4M+1.25%
Q3 20226.0K$3M+0.84%
Q2 20226.0K$3M+0.84%
Q1 20226.9K$4M+1.08%
Q4 20218.5K$6M+1.44%
Q3 20218.7K$4M+1.19%
Q2 20219.9K$5M+1.27%
Q1 20219.8K$5M+1.37%
Q4 20209.8K$4M+1.47%
Q3 202010.0K$4M+1.30%
Q2 20206.2K$2M+0.75%
Q1 20205.6K$1M+0.57%
Q4 20197.7K$2M+0.83%
Q3 20199.5K$3M+0.94%
Q2 20198.5K$2M+0.94%
Q1 20193.3K$1M+0.40%
Q4 20185.9K$2M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wright Investors Service Inc’s full portfolio or all institutional holders of AVGO.