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Caldwell Trust’s Broadcom AVGO Stock Holding History

Caldwell 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
Q1 		$8.59M Sell
27,740
-77
-0.3% -$25.3K 0.77% 38
2025
Q4 		$9.63M Sell
27,817
-104
-0.4% -$37.2K 0.86% 33
2025
Q3 		$9.21M Sell
27,921
-418
-1% -$128K 0.86% 29
2025
Q2 		$7.81M Sell
28,339
-1,392
-5% -$302K 0.78% 33
2025
Q1 		$4.98M Sell
29,731
-2,819
-9% -$597K 0.53% 45
2024
Q4 		$7.55M Sell
32,550
-35
-0.1% -$6.47K 0.79% 34
2024
Q3 		$5.62M Buy
32,585
+565
+2% +$90.6K 0.59% 42
2024
Q2 		$5.14M Buy
32,020
+4,180
+15% +$586K 0.57% 42
2024
Q1 		$3.69M Buy
27,840
+1,040
+4% +$129K 0.43% 54
2023
Q4 		$2.99M Buy
26,800
+360
+1% +$34.1K 0.38% 61
2023
Q3 		$2.2M Buy
26,440
+1,030
+4% +$89.3K 0.3% 77
2023
Q2 		$2.2M Buy
25,410
+1,390
+6% +$99.1K 0.29% 74
2023
Q1 		$1.54M Buy
24,020
+1,930
+9% +$116K 0.21% 106
2022
Q4 		$1.24M Sell
22,090
-640
-3% -$32.1K 0.17% 118
2022
Q3 		$1.01M Buy
22,730
+970
+4% +$49.6K 0.15% 126
2022
Q2 		$1.06M Hold
21,760
– – 0.15% 123
2022
Q1 		$1.37M Hold
21,760
– – 0.16% 116
2021
Q4 		$1.45M Buy
21,760
+70
+0.3% +$3.94K 0.17% 111
2021
Q3 		$1.05M Buy
21,690
+160
+0.7% +$7.78K 0.13% 129
2021
Q2 		$1.03M Hold
21,530
– – 0.13% 131
2021
Q1 		$998K Hold
21,530
– – 0.14% 127
2020
Q4 		$943K Hold
21,530
– – 0.14% 121
2020
Q3 		$784K Sell
21,530
-280
-1% -$9.38K 0.13% 124
2020
Q2 		$688K Hold
21,810
– – 0.12% 136
2020
Q1 		$517K Hold
21,810
– – 0.1% 154
2019
Q4 		$689K Buy
+21,810
New +$662K 0.11% 153

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Trust's AVGO Position: Q1 2026 in Review

Caldwell Trust reduced its Broadcom (AVGO) stake by 0.28% in Q1 2026, selling an estimated $25.3K and leaving 27,740 shares worth $8.59M. The position accounts for 0.77% of the portfolio, ranked #38.

Caldwell Trust first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.63M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Caldwell Trust held 27,740 shares of Broadcom worth $8.59M as of Q1 2026.
  • Caldwell Trust sold 77 Broadcom shares in Q1 2026, an estimated $25.3K.
  • Broadcom made up 0.77% of Caldwell Trust's portfolio in Q1 2026, its #38 holding.
  • Caldwell Trust first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Broadcom position peaked at $9.63M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.