SEC 13F Intelligence

Wallace Advisory Group, LLC / AVGO

Wallace Advisory Group, LLC’s Broadcom Inc Position

Does Wallace Advisory Group, LLC own Broadcom Inc (AVGO)? Yes — 4.1K shares worth $1M (+1.34% of its 13F portfolio) as of Q1 2026, down from 4.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.1K
% of Portfolio
+1.34%
Quarters Held
6
currently held

Position History AVGO

Reported value by quarter
Q4 ’24: $315,676Q4 ’24Q1 ’25: $541,810Q1 ’25Q2 ’25: $616,142Q2 ’25Q3 ’25: $909,645Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.1K$1M+1.34%
Q4 20254.1K$1M+1.48%
Q3 20253.3K$909,645+0.73%
Q2 20253.7K$616,142+0.45%
Q1 20252.3K$541,810+0.37%
Q4 20241.8K$315,676+0.22%

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