Broadcom Remains a Top Holding for Willner & Heller

Semiconductor giant Broadcom accounts for 1.5% of the investment firm's portfolio

Mar. 28, 2026 at 11:27am

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Willner & Heller LLC, a prominent investment management firm, has decreased its stake in Broadcom Inc. (NASDAQ:AVGO) by 29.4% in the fourth quarter, according to a recent SEC filing. However, Broadcom remains the 10th largest position in Willner & Heller's portfolio, accounting for 1.5% of its total holdings.

Why it matters

Broadcom is a major player in the semiconductor industry, providing critical components and software solutions for a wide range of markets, including communications, enterprise storage, and networking. The company's continued presence as a top holding for Willner & Heller suggests that the investment firm sees long-term value in Broadcom's business and growth prospects.

The details

According to the SEC filing, Willner & Heller LLC owned 6,174 shares of Broadcom as of the end of the fourth quarter, down from 8,748 shares in the previous quarter. The firm's total investment in Broadcom was valued at $2,137,000 as of the most recent filing.

  • Willner & Heller LLC decreased its stake in Broadcom in the 4th quarter of 2025.
  • As of the end of the 4th quarter, Willner & Heller LLC owned 6,174 shares of Broadcom.

The players

Willner & Heller LLC

A prominent investment management firm that has Broadcom as one of its top 10 holdings.

Broadcom Inc.

A global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for a broad range of markets, including communications, enterprise storage, and networking.

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The takeaway

Broadcom's continued presence as a top holding for Willner & Heller LLC suggests that the investment firm sees long-term value in the semiconductor giant's business and growth prospects, despite a recent decrease in its stake. This underscores Broadcom's importance as a key player in the technology industry.