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STRATEGIC PLANNING GROUP, LLC → AVGO

STRATEGIC PLANNING GROUP, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$35M
Q3 2026
Peak value
$35M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.2M
Q1 2026$22.8M
Q2 2026$31.4M
Q3 2026$35M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$35M99.7K——
Q2 2026$31.4M83.2K——
Q1 2026$22.8M73.8K——
Q4 2025$9.2M26.7K——

Other funds holding AVGO

Other STRATEGIC PLANNING GROUP, LLC positions

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$48.1M
AAPL

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$47.2M