SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / AVGO

Gerber Kawasaki Wealth & Investment Management’s Broadcom Inc Position

Does Gerber Kawasaki Wealth & Investment Management own Broadcom Inc (AVGO)? Yes57.2K shares worth $18M (+0.56% of its 13F portfolio) as of Q1 2026, up from 54.2K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
57.2K
% of Portfolio
+0.56%
Quarters Held
24
currently held

Position History AVGO

Reported value by quarter
Q4 ’19: $205,000Q4 ’19Q3 ’20: $355,000Q4 ’20: $663,000Q1 ’21: $637,000Q1 ’21Q2 ’21: $641,000Q3 ’21: $642,000Q4 ’21: $972,000Q4 ’21Q1 ’22: $869,000Q2 ’22: $684,000Q3 ’22: $621,000Q3 ’22Q4 ’22: $776,072Q1 ’23: $541,460Q2 ’23: $636,694Q2 ’23Q3 ’23: $605,540Q4 ’23: $721,216Q1 ’24: $886,793Q1 ’24Q2 ’24: $3MQ3 ’24: $5MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $11MQ3 ’25: $14MQ3 ’25Q4 ’25: $19MQ1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.2K$18M+0.56%
Q4 202554.2K$19M+0.66%
Q3 202543.9K$14M+0.50%
Q2 202541.4K$11M+0.44%
Q1 202540.6K$7M+0.31%
Q4 202432.7K$8M+0.33%
Q3 202426.3K$5M+0.21%
Q2 20241.6K$3M+0.13%
Q1 2024669$886,793+0.05%
Q4 2023646$721,216+0.04%
Q3 2023729$605,540+0.04%
Q2 2023734$636,694+0.04%
Q1 2023844$541,460+0.04%
Q4 20221.4K$776,072+0.07%
Q3 20221.4K$621,000+0.06%
Q2 20221.4K$684,000+0.06%
Q1 20221.4K$869,000+0.07%
Q4 20211.5K$972,000+0.08%
Q3 20211.3K$642,000+0.08%
Q2 20211.3K$641,000+0.07%
Q1 20211.4K$637,000+0.08%
Q4 20201.5K$663,000+0.09%
Q3 2020977$355,000+0.08%
Q4 2019650$205,000+0.05%

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