Boltwood Capital Management’s Broadcom AVGO Stock Holding History

Boltwood Capital Management’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	$2.08M	Buy	5,911 +513	+10%	+$193K	0.47%	53
2026 Q2	$2.04M	Buy	5,398 +983	+22%	+$394K	0.47%	54
2026 Q1	$1.37M	Buy	4,415 +957	+28%	+$315K	0.35%	67
2025 Q4	$1.2M	Buy	3,458 +79	+2%	+$28.3K	0.31%	73
2025 Q3	$1.11M	Buy	3,379 +123	+4%	+$37.7K	0.3%	76
2025 Q2	$898K	Buy	3,256 +843	+35%	+$183K	0.26%	87
2025 Q1	$404K	Buy	2,413 +638	+36%	+$135K	0.12%	133
2024 Q4	$412K	Buy	1,775 +75	+4%	+$13.9K	0.13%	130
2024 Q3	$293K	Buy	1,700 +300	+21%	+$48.1K	0.09%	145
2024 Q2	$225K	Buy	+1,400	New	+$196K	0.07%	160
2020 Q1	–	Sell	-7,250	Closed	-$229K	–	128
2019 Q4	$229K	Sell	7,250 -1,250	-15%	-$38K	0.13%	134
2019 Q3	$235K	Hold	8,500	–	–	0.15%	125
2019 Q2	$245K	Sell	8,500 -1,490	-15%	-$43.4K	0.16%	125
2019 Q1	$300K	Sell	9,990 -500	-5%	-$13.6K	0.2%	115
2018 Q4	$266K	Sell	10,490 -1,490	-12%	-$35.2K	0.18%	111
2018 Q3	$295K	Sell	11,980 -2,980	-20%	-$66.8K	0.18%	118
2018 Q2	$362K	Buy	+14,960	New	+$367K	0.24%	107

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

Boltwood Capital Management's AVGO Position: Q3 2026 in Review

Boltwood Capital Management increased its Broadcom (AVGO) stake by 9.5% in Q3 2026, buying an estimated $193K and bringing the position to 5,911 shares worth $2.08M. The position accounts for 0.47% of the portfolio, ranked #53.

Boltwood Capital Management first reported a position in AVGO in Q2 2018 and has held it in 17 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Boltwood Capital Management held 5,911 shares of Broadcom worth $2.08M as of Q3 2026.
Boltwood Capital Management bought 513 Broadcom shares in Q3 2026, an estimated $193K.
Broadcom made up 0.47% of Boltwood Capital Management's portfolio in Q3 2026, its #53 holding.
Boltwood Capital Management first reported a position in Broadcom in Q2 2018 and has held it in 17 quarters since.
268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.