SEC 13F Intelligence

Grimes & Co Wealth Management, LLC / AVGO

Grimes & Co Wealth Management, LLC’s Broadcom Inc Position

Does Grimes & Co Wealth Management, LLC own Broadcom Inc (AVGO)? Yes — 66.2K shares worth $21M (+0.57% of its 13F portfolio) as of Q1 2026, down from 79.3K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
66.2K
% of Portfolio
+0.57%
Quarters Held
28
currently held

Position History AVGO

Reported value by quarter
Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $6MQ1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $6MQ1 ’23: $7MQ2 ’23: $9MQ2 ’23Q3 ’23: $9MQ4 ’23: $12MQ1 ’24: $14MQ2 ’24: $14MQ2 ’24Q3 ’24: $15MQ4 ’24: $19MQ1 ’25: $14MQ2 ’25: $21MQ2 ’25Q3 ’25: $29MQ4 ’25: $27MQ1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.2K$21M+0.57%
Q4 202579.3K$27M+0.66%
Q3 202587.9K$29M+0.72%
Q2 202576.2K$21M+0.57%
Q1 202584.3K$14M+0.44%
Q4 202483.4K$19M+0.56%
Q3 202484.1K$15M+0.39%
Q2 20248.6K$14M+0.41%
Q1 202410.6K$14M+0.43%
Q4 202310.7K$12M+0.39%
Q3 202310.4K$9M+0.33%
Q2 202310.5K$9M+0.32%
Q1 202311.6K$7M+0.31%
Q4 202211.6K$6M+0.27%
Q3 202210.3K$5M+0.24%
Q2 20229.6K$5M+0.23%
Q1 20229.2K$6M+0.30%
Q4 20218.4K$6M+0.26%
Q3 20218.4K$4M+0.18%
Q2 20218.1K$4M+0.17%
Q1 20217.7K$4M+0.17%
Q4 20207.5K$3M+0.17%
Q3 20207.2K$3M+0.17%
Q2 20207.0K$2M+0.15%
Q1 20206.9K$2M+0.15%
Q4 20196.3K$2M+0.13%
Q3 20196.0K$2M+0.12%
Q2 20195.5K$2M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grimes & Co Wealth Management, LLC’s full portfolio or all institutional holders of AVGO.