AP
AVGO icon

Appleton Partners’s Broadcom AVGO Stock Holding History

Appleton Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.7M Sell
112,946
-5,776
-5% -$2.32M 2.61% 8
2026
Q1 		$36.7M Sell
118,722
-910
-0.8% -$299K 2.56% 8
2025
Q4 		$41.4M Sell
119,632
-4,940
-4% -$1.77M 2.73% 7
2025
Q3 		$41.1M Sell
124,572
-10,789
-8% -$3.31M 2.76% 5
2025
Q2 		$37.3M Sell
135,361
-16,592
-11% -$3.6M 2.64% 7
2025
Q1 		$25.4M Sell
151,953
-10,370
-6% -$2.19M 1.97% 9
2024
Q4 		$37.6M Sell
162,323
-10,337
-6% -$1.91M 2.78% 6
2024
Q3 		$29.8M Sell
172,660
-6,560
-4% -$1.05M 2.19% 7
2024
Q2 		$28.8M Sell
179,220
-10,910
-6% -$1.53M 2.22% 9
2024
Q1 		$25.2M Sell
190,130
-16,880
-8% -$2.09M 1.96% 11
2023
Q4 		$23.1M Buy
207,010
+1,300
+0.6% +$123K 1.86% 11
2023
Q3 		$17.1M Sell
205,710
-20
-0% -$1.73K 1.52% 14
2023
Q2 		$17.8M Buy
205,730
+12,350
+6% +$881K 1.51% 12
2023
Q1 		$12.4M Sell
193,380
-2,440
-1% -$147K 1.1% 21
2022
Q4 		$10.9M Buy
195,820
+24,890
+15% +$1.25M 1.04% 25
2022
Q3 		$7.59M Buy
170,930
+1,530
+0.9% +$78.2K 0.76% 34
2022
Q2 		$8.23M Buy
169,400
+6,380
+4% +$358K 0.78% 33
2022
Q1 		$10.3M Buy
163,020
+4,430
+3% +$263K 0.84% 34
2021
Q4 		$10.6M Buy
158,590
+3,090
+2% +$174K 0.79% 36
2021
Q3 		$7.54M Buy
155,500
+1,670
+1% +$81.2K 0.63% 47
2021
Q2 		$7.33M Sell
153,830
-3,360
-2% -$156K 0.62% 45
2021
Q1 		$7.29M Sell
157,190
-1,480
-0.9% -$68.4K 0.68% 41
2020
Q4 		$6.95M Buy
158,670
+8,650
+6% +$337K 0.68% 41
2020
Q3 		$5.47M Buy
150,020
+5,410
+4% +$181K 0.6% 42
2020
Q2 		$4.56M Buy
144,610
+3,890
+3% +$109K 0.55% 46
2020
Q1 		$3.34M Sell
140,720
-45,130
-24% -$1.27M 0.46% 61
2019
Q4 		$5.87M Buy
185,850
+6,230
+3% +$189K 0.65% 43
2019
Q3 		$4.96M Buy
179,620
+21,820
+14% +$620K 0.6% 46
2019
Q2 		$4.54M Buy
157,800
+3,440
+2% +$100K 0.56% 48
2019
Q1 		$4.64M Sell
154,360
-1,580
-1% -$42.8K 0.62% 48
2018
Q4 		$3.96M Sell
155,940
-70,480
-31% -$1.66M 0.59% 51
2018
Q3 		$5.59M Sell
226,420
-10,340
-4% -$232K 0.74% 40
2018
Q2 		$5.75M Buy
236,760
+7,080
+3% +$174K 0.82% 38
2018
Q1 		$5.41M Buy
229,680
+11,560
+5% +$291K 0.82% 36
2017
Q4 		$5.6M Buy
218,120
+14,610
+7% +$380K 0.87% 34
2017
Q3 		$4.94M Sell
203,510
-10,640
-5% -$263K 0.83% 40
2017
Q2 		$4.99M Buy
214,150
+26,390
+14% +$612K 0.84% 40
2017
Q1 		$4.11M Sell
187,760
-39,370
-17% -$811K 0.76% 48
2016
Q4 		$4.01M Buy
227,130
+30,350
+15% +$526K 0.81% 44
2016
Q3 		$3.4M Buy
196,780
+57,720
+42% +$965K 0.64% 54
2016
Q2 		$2.16M Buy
139,060
+93,060
+202% +$1.42M 0.44% 66
2016
Q1 		$711K Sell
46,000
-1,650
-3% -$22.3K 0.14% 118
2015
Q4 		$692K Buy
+47,650
New +$619K 0.14% 123

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Appleton Partners's AVGO Position: Q2 2026 in Review

Appleton Partners reduced its Broadcom (AVGO) stake by 4.9% in Q2 2026, selling an estimated $2.32M and leaving 112,946 shares worth $42.7M. The position accounts for 2.61% of the portfolio, ranked #8.

Appleton Partners first reported a position in AVGO in Q4 2015 and has held it in 43 quarters since. 1,203 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Appleton Partners held 112,946 shares of Broadcom worth $42.7M as of Q2 2026.
  • Appleton Partners sold 5,776 Broadcom shares in Q2 2026, an estimated $2.32M.
  • Broadcom made up 2.61% of Appleton Partners's portfolio in Q2 2026, its #8 holding.
  • Appleton Partners first reported a position in Broadcom in Q4 2015 and has held it in 43 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.