Biltmore Family Office’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.84M Sell
10,168
-53
-0.5% -$21.3K 0.5% 39
2026
Q1
$3.16M Buy
10,221
+1,453
+17% +$478K 0.44% 46
2025
Q4
$3.03M Buy
8,768
+569
+7% +$203K 0.42% 48
2025
Q3
$2.7M Buy
8,199
+361
+5% +$111K 0.38% 54
2025
Q2
$2.16M Sell
7,838
-499
-6% -$108K 0.37% 54
2025
Q1
$1.4M Sell
8,337
-190
-2% -$40.2K 0.24% 73
2024
Q4
$1.98M Sell
8,527
-550
-6% -$102K 0.33% 53
2024
Q3
$1.57M Buy
9,077
+1,187
+15% +$190K 0.27% 67
2024
Q2
$1.27M Sell
7,890
-60
-0.8% -$8.41K 0.23% 67
2024
Q1
$1.05M Sell
7,950
-550
-6% -$68.1K 0.21% 79
2023
Q4
$949K Sell
8,500
-600
-7% -$56.8K 0.2% 77
2023
Q3
$756K Sell
9,100
-100
-1% -$8.67K 0.17% 81
2023
Q2
$798K Sell
9,200
-960
-9% -$68.5K 0.17% 80
2023
Q1
$652K Sell
10,160
-2,830
-22% -$170K 0.14% 106
2022
Q4
$726K Buy
12,990
+20
+0.2% +$1K 0.15% 90
2022
Q3
$576K Buy
12,970
+50
+0.4% +$2.55K 0.13% 92
2022
Q2
$628K Hold
12,920
0.16% 90
2022
Q1
$814K Hold
12,920
0.17% 85
2021
Q4
$860K Hold
12,920
0.16% 91
2021
Q3
$627K Hold
12,920
0.15% 91
2021
Q2
$616K Buy
12,920
+1,100
+9% +$51K 0.17% 86
2021
Q1
$548K Hold
11,820
0.17% 88
2020
Q4
$518K Buy
11,820
+2,570
+28% +$100K 0.16% 86
2020
Q3
$337K Hold
9,250
0.19% 102
2020
Q2
$292K Hold
9,250
0.18% 113
2020
Q1
$219K Sell
9,250
-4,300
-32% -$121K 0.14% 130
2019
Q4
$428K Buy
13,550
+590
+5% +$17.9K 0.17% 112
2019
Q3
$361K Buy
12,960
+3,240
+33% +$92.1K 0.16% 115
2019
Q2
$282K Hold
9,720
0.15% 114
2019
Q1
$292K Hold
9,720
0.15% 122
2018
Q4
$247K Buy
9,720
+470
+5% +$11.1K 0.14% 126
2018
Q3
$228K Hold
9,250
0.11% 141
2018
Q2
$224K Hold
9,250
0.11% 135
2018
Q1
$218K Hold
9,250
0.1% 154
2017
Q4
$238K Buy
+9,250
New +$240K 0.11% 145

Other funds holding AVGO

Biltmore Family Office's AVGO Position: Q2 2026 in Review

Biltmore Family Office reduced its Broadcom (AVGO) stake by 0.52% in Q2 2026, selling an estimated $21.3K and leaving 10,168 shares worth $3.84M. The position accounts for 0.5% of the portfolio, ranked #39.

Biltmore Family Office first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Biltmore Family Office held 10,168 shares of Broadcom worth $3.84M as of Q2 2026.
  • Biltmore Family Office sold 53 Broadcom shares in Q2 2026, an estimated $21.3K.
  • Broadcom made up 0.5% of Biltmore Family Office's portfolio in Q2 2026, its #39 holding.
  • Biltmore Family Office first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.