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 Q3	$575K	Buy	1,636 +56	+4%	+$21.1K	0.06%	119
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Bath Savings Trust's AVGO Position: Q3 2026 in Review

Bath Savings Trust increased its Broadcom (AVGO) stake by 3.5% in Q3 2026, buying an estimated $21.1K and bringing the position to 1,636 shares worth $575K. 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 10 quarters since. The position peaked at $597K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Bath Savings Trust held 1,636 shares of Broadcom worth $575K as of Q3 2026.
Bath Savings Trust bought 56 Broadcom shares in Q3 2026, an estimated $21.1K.
Broadcom made up 0.06% of Bath Savings Trust's portfolio in Q3 2026, its #119 holding.
Bath Savings Trust first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
Bath Savings Trust's Broadcom position peaked at $597K in Q2 2026.
268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.