BST
AVGO icon

Bath Savings Trust’s Broadcom AVGO Stock Holding History

Bath Savings Trust’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 		$597K Buy
1,580
+34
+2% +$13.6K 0.06% 119
2026
Q1 		$479K Hold
1,546
– – 0.05% 125
2025
Q4 		$535K Buy
1,546
+26
+2% +$9.3K 0.05% 123
2025
Q3 		$501K Hold
1,520
– – 0.05% 122
2025
Q2 		$419K Sell
1,520
-116
-7% -$25.2K 0.04% 127
2025
Q1 		$274K Buy
1,636
+116
+8% +$24.6K 0.03% 145
2024
Q4 		$352K Hold
1,520
– – 0.04% 132
2024
Q3 		$262K Sell
1,520
-10
-0.7% -$1.6K 0.03% 151
2024
Q2 		$246K Buy
+1,530
New +$214K 0.03% 148

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bath Savings Trust's AVGO Position: Q2 2026 in Review

Bath Savings Trust increased its Broadcom (AVGO) stake by 2.2% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,580 shares worth $597K. The position accounts for 0.06% of the portfolio, ranked #119.

Bath Savings Trust first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bath Savings Trust held 1,580 shares of Broadcom worth $597K as of Q2 2026.
  • Bath Savings Trust bought 34 Broadcom shares in Q2 2026, an estimated $13.6K.
  • Broadcom made up 0.06% of Bath Savings Trust's portfolio in Q2 2026, its #119 holding.
  • Bath Savings Trust first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.