Adell Harriman & Carpenter’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136M | Sell |
440,110
-8,831
| -2% | -$2.91M | 8.31% | 1 |
|
|
2025
Q4 | $155M | Sell |
448,941
-26,334
| -6% | -$9.42M | 9.28% | 1 |
|
|
2025
Q3 | $157M | Sell |
475,275
-23,946
| -5% | -$7.35M | 9.52% | 1 |
|
|
2025
Q2 | $138M | Sell |
499,221
-39,431
| -7% | -$8.56M | 9.13% | 1 |
|
|
2025
Q1 | $90.2M | Sell |
538,652
-13,418
| -2% | -$2.84M | 6.79% | 3 |
|
|
2024
Q4 | $128M | Sell |
552,070
-11,822
| -2% | -$2.19M | 8.9% | 1 |
|
|
2024
Q3 | $97.3M | Sell |
563,892
-2,908
| -0.5% | -$466K | 7.07% | 2 |
|
|
2024
Q2 | $91M | Sell |
566,800
-1,130
| -0.2% | -$158K | 7.03% | 2 |
|
|
2024
Q1 | $75.3M | Sell |
567,930
-11,790
| -2% | -$1.46M | 6.2% | 2 |
|
|
2023
Q4 | $64.7M | Sell |
579,720
-23,660
| -4% | -$2.24M | 5.99% | 2 |
|
|
2023
Q3 | $50.1M | Sell |
603,380
-1,960
| -0.3% | -$170K | 5.2% | 2 |
|
|
2023
Q2 | $53.1M | Sell |
605,340
-12,760
| -2% | -$910K | 5.39% | 2 |
|
|
2023
Q1 | $39.7M | Sell |
618,100
-9,670
| -2% | -$582K | 4.26% | 3 |
|
|
2022
Q4 | $35.1M | Buy |
627,770
+11,150
| +2% | +$559K | 4.04% | 3 |
|
|
2022
Q3 | $27.4M | Sell |
616,620
-8,250
| -1% | -$421K | 3.33% | 3 |
|
|
2022
Q2 | $30.4M | Buy |
624,870
+4,590
| +0.7% | +$258K | 3.72% | 3 |
|
|
2022
Q1 | $39.1M | Buy |
620,280
+580
| +0.1% | +$34.5K | 3.8% | 3 |
|
|
2021
Q4 | $41.2M | Buy |
619,700
+7,780
| +1% | +$437K | 3.83% | 3 |
|
|
2021
Q3 | $29.7M | Sell |
611,920
-740
| -0.1% | -$36K | 3.09% | 5 |
|
|
2021
Q2 | $29.2M | Buy |
612,660
+7,880
| +1% | +$365K | 3.08% | 5 |
|
|
2021
Q1 | $28M | Buy |
604,780
+4,740
| +0.8% | +$219K | 3.4% | 4 |
|
|
2020
Q4 | $26.3M | Buy |
600,040
+13,100
| +2% | +$511K | 3.46% | 4 |
|
|
2020
Q3 | $21.4M | Buy |
586,940
+19,590
| +3% | +$656K | 3.19% | 4 |
|
|
2020
Q2 | $17.9M | Buy |
567,350
+7,400
| +1% | +$207K | 3.06% | 6 |
|
|
2020
Q1 | $13.3M | Buy |
559,950
+19,920
| +4% | +$561K | 2.81% | 6 |
|
|
2019
Q4 | $17.1M | Buy |
540,030
+8,020
| +2% | +$244K | 2.81% | 5 |
|
|
2019
Q3 | $14.7M | Buy |
532,010
+3,960
| +0.7% | +$113K | 2.66% | 6 |
|
|
2019
Q2 | $15.2M | Sell |
528,050
-18,900
| -3% | -$551K | 2.84% | 5 |
|
|
2019
Q1 | $16.4M | Buy |
546,950
+10,240
| +2% | +$278K | 3.2% | 4 |
|
|
2018
Q4 | $13.6M | Buy |
536,710
+45,070
| +9% | +$1.06M | 3.01% | 4 |
|
|
2018
Q3 | $12.1M | Sell |
491,640
-6,270
| -1% | -$141K | 2.27% | 7 |
|
|
2018
Q2 | $12.1M | Buy |
497,910
+31,840
| +7% | +$781K | 2.39% | 7 |
|
|
2018
Q1 | $11M | Buy |
466,070
+14,770
| +3% | +$372K | 2.28% | 8 |
|
|
2017
Q4 | $11.6M | Sell |
451,300
-4,550
| -1% | -$118K | 2.45% | 7 |
|
|
2017
Q3 | $11.1M | Buy |
455,850
+12,600
| +3% | +$312K | 2.42% | 6 |
|
|
2017
Q2 | $10.3M | Buy |
443,250
+47,950
| +12% | +$1.11M | 2.34% | 8 |
|
|
2017
Q1 | $8.66M | Buy |
395,300
+114,200
| +41% | +$2.35M | 1.99% | 12 |
|
|
2016
Q4 | $4.97M | Buy |
281,100
+205,250
| +271% | +$3.56M | 1.24% | 32 |
|
|
2016
Q3 | $1.31M | Buy |
+75,850
| New | +$1.27M | 0.33% | 71 |
|
Other funds holding AVGO
VCM
VPM
Adell Harriman & Carpenter's AVGO Position: Q1 2026 in Review
Adell Harriman & Carpenter reduced its Broadcom (AVGO) stake by 2% in Q1 2026, selling an estimated $2.91M and leaving 440,110 shares worth $136M. The position accounts for 8.31% of the portfolio, ranked #1.
Adell Harriman & Carpenter first reported a position in AVGO in Q3 2016 and has held it in 39 quarters since. The position peaked at $157M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Adell Harriman & Carpenter held 440,110 shares of Broadcom worth $136M as of Q1 2026.
- Adell Harriman & Carpenter sold 8,831 Broadcom shares in Q1 2026, an estimated $2.91M.
- Broadcom made up 8.31% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #1 holding.
- Adell Harriman & Carpenter first reported a position in Broadcom in Q3 2016 and has held it in 39 quarters since.
- Adell Harriman & Carpenter's Broadcom position peaked at $157M in Q3 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.