Boit C.F. David’s Broadcom AVGO Stock Holding History

Boit C.F. David’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	$9.95M	Sell	26,350 -1,400	-5%	-$561K	4.19%	6
2026 Q1	$8.59M	Hold	27,750	–	–	3.81%	8
2025 Q4	$9.57M	Hold	27,750	–	–	4.14%	6
2025 Q3	$9.16M	Sell	27,750 -1,000	-3%	-$307K	4.14%	6
2025 Q2	$7.92M	Hold	28,750	–	–	3.81%	5
2025 Q1	$4.81M	Hold	28,750	–	–	2.42%	15
2024 Q4	$6.67M	Hold	28,750	–	–	2.71%	10
2024 Q3	$4.91M	Hold	28,750	–	–	2.43%	13
2024 Q2	$4.62M	Hold	28,750	–	–	2.4%	14
2024 Q1	$3.57M	Hold	28,750	–	–	1.95%	19
2023 Q4	$3.04M	Hold	28,750	–	–	1.72%	20
2023 Q3	$2.4M	Hold	28,750	–	–	1.64%	21
2023 Q2	$2.49M	Hold	28,750	–	–	1.65%	22
2023 Q1	$1.82M	Hold	28,750	–	–	1.25%	24
2022 Q4	$1.61M	Hold	28,750	–	–	1.15%	28
2022 Q3	$1.28M	Buy	+28,750	New	+$1.47M	1.04%	30
2022 Q1	$1.56M	Hold	24,750	–	–	1.02%	31
2021 Q4	$1.65M	Hold	24,750	–	–	1.05%	31
2021 Q3	$1.21M	Hold	24,750	–	–	0.83%	33
2021 Q2	$1.18M	Buy	+24,750	New	+$1.15M	0.9%	33

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boit C.F. David's AVGO Position: Q2 2026 in Review

Boit C.F. David reduced its Broadcom (AVGO) stake by 5% in Q2 2026, selling an estimated $561K and leaving 26,350 shares worth $9.95M. The position accounts for 4.19% of the portfolio, ranked #6.

Boit C.F. David first reported a position in AVGO in Q2 2021 and has held it in 20 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Boit C.F. David held 26,350 shares of Broadcom worth $9.95M as of Q2 2026.
Boit C.F. David sold 1,400 Broadcom shares in Q2 2026, an estimated $561K.
Broadcom made up 4.19% of Boit C.F. David's portfolio in Q2 2026, its #6 holding.
Boit C.F. David first reported a position in Broadcom in Q2 2021 and has held it in 20 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.