Alpine Woods Capital Investors’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
$15.6M Sell
50,392
-18,851
-27% -$6.2M 3.74% 2
2025
Q4
$24M Sell
69,243
-11,645
-14% -$4.16M 5.71% 1
2025
Q3
$26.7M Sell
80,888
-1,041
-1% -$319K 6.2% 1
2025
Q2
$22.6M Sell
81,929
-734
-0.9% -$159K 5.36% 1
2025
Q1
$13.8M Sell
82,663
-16,697
-17% -$3.53M 3.47% 2
2024
Q4
$23M Sell
99,360
-4,827
-5% -$893K 4.36% 1
2024
Q3
$18.6M Sell
104,187
-3,843
-4% -$616K 3.27% 2
2024
Q2
$17.3M Sell
108,030
-490
-0.5% -$68.7K 2.67% 6
2024
Q1
$14.1M Sell
108,520
-67,410
-38% -$8.35M 2.8% 4
2023
Q4
$19.6M Sell
175,930
-11,780
-6% -$1.12M 2.94% 3
2023
Q3
$15.6M Sell
187,710
-3,900
-2% -$338K 2.51% 6
2023
Q2
$16.6M Buy
191,610
+3,740
+2% +$267K 2.6% 5
2023
Q1
$12.1M Sell
187,870
-29,750
-14% -$1.79M 1.82% 8
2022
Q4
$12.2M Sell
217,620
-21,330
-9% -$1.07M 1.77% 12
2022
Q3
$10.6M Buy
238,950
+23,050
+11% +$1.18M 1.44% 14
2022
Q2
$10.5M Sell
215,900
-1,810
-0.8% -$102K 1.31% 16
2022
Q1
$13.7M Sell
217,710
-14,670
-6% -$871K 1.44% 11
2021
Q4
$15.5M Sell
232,380
-6,690
-3% -$376K 1.53% 8
2021
Q3
$11.6M Sell
239,070
-6,450
-3% -$314K 1.24% 17
2021
Q2
$11.7M Buy
245,520
+7,420
+3% +$344K 1.21% 16
2021
Q1
$11M Sell
238,100
-3,870
-2% -$179K 1.23% 16
2020
Q4
$10.6M Buy
241,970
+54,740
+29% +$2.13M 1.29% 14
2020
Q3
$6.82M Buy
187,230
+153,030
+447% +$5.13M 1.03% 22
2020
Q2
$1.08M Buy
34,200
+16,200
+90% +$453K 0.21% 118
2020
Q1
$427K Hold
18,000
0.1% 179
2019
Q4
$569K Hold
18,000
0.11% 168
2019
Q3
$497K Hold
18,000
0.09% 166
2019
Q2
$518K Hold
18,000
0.11% 175
2019
Q1
$541K Sell
18,000
-2,000
-10% -$54.2K 0.12% 173
2018
Q4
$509K Hold
20,000
0.12% 166
2018
Q3
$493K Hold
20,000
0.1% 153
2018
Q2
$485K Sell
20,000
-645,000
-97% -$15.8M 0.11% 152
2018
Q1
$15.7M Hold
665,000
0.83% 27
2017
Q4
$17.1M Sell
665,000
-189,000
-22% -$4.91M 0.85% 27
2017
Q3
$20.7M Sell
854,000
-1,000
-0.1% -$24.7K 1.06% 11
2017
Q2
$19.9M Hold
855,000
1.06% 11
2017
Q1
$18.7M Sell
855,000
-52,000
-6% -$1.07M 1% 14
2016
Q4
$16M Buy
907,000
+15,000
+2% +$260K 0.89% 22
2016
Q3
$15.4M Sell
892,000
-5,000
-0.6% -$83.6K 0.85% 30
2016
Q2
$13.9M Sell
897,000
-241,000
-21% -$3.67M 0.83% 35
2016
Q1
$17.6M Sell
1,138,000
-141,000
-11% -$1.91M 1.02% 20
2015
Q4
$18.6M Sell
1,279,000
-57,000
-4% -$741K 1% 21
2015
Q3
$16.7M Buy
1,336,000
+278,000
+26% +$3.51M 0.91% 25
2015
Q2
$14.1M Sell
1,058,000
-871,000
-45% -$11.4M 0.72% 43
2015
Q1
$24.5M Sell
1,929,000
-462,000
-19% -$5.3M 1.25% 9
2014
Q4
$24.1M Sell
2,391,000
-559,500
-19% -$5M 1.23% 10
2014
Q3
$25.7M Sell
2,950,500
-352,500
-11% -$2.75M 1.37% 8
2014
Q2
$23.8K Sell
3,303,000
-338,000
-9% -$2.27M 0.62% 13
2014
Q1
$23.5M Sell
3,641,000
-1,157,000
-24% -$6.78M 1.29% 12
2013
Q4
$25.4M Sell
4,798,000
-837,000
-15% -$3.85M 1.45% 8
2013
Q3
$24.3M Hold
5,635,000
1.49% 11
2013
Q2
$21.1M Buy
+5,635,000
New +$19.7M 1.34% 14

Other funds holding AVGO

Alpine Woods Capital Investors's AVGO Position: Q1 2026 in Review

Alpine Woods Capital Investors reduced its Broadcom (AVGO) stake by 27% in Q1 2026, selling an estimated $6.2M and leaving 50,392 shares worth $15.6M. The position accounts for 3.74% of the portfolio, ranked #2.

Alpine Woods Capital Investors first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.7M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Alpine Woods Capital Investors held 50,392 shares of Broadcom worth $15.6M as of Q1 2026.
  • Alpine Woods Capital Investors sold 18,851 Broadcom shares in Q1 2026, an estimated $6.2M.
  • Broadcom made up 3.74% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #2 holding.
  • Alpine Woods Capital Investors first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
  • Alpine Woods Capital Investors's Broadcom position peaked at $26.7M in Q3 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.