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Choate Investment Advisors’s Broadcom AVGO Stock Holding History

Choate Investment Advisors’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 		$22.8M Buy
73,585
+21,535
+41% +$7.09M 0.45% 30
2025
Q4 		$18M Buy
52,050
+18,114
+53% +$6.48M 0.35% 35
2025
Q3 		$11.2M Buy
33,936
+846
+3% +$260K 0.23% 51
2025
Q2 		$9.12M Buy
33,090
+4,181
+14% +$908K 0.2% 65
2025
Q1 		$4.84M Buy
28,909
+412
+1% +$87.2K 0.12% 82
2024
Q4 		$6.61M Buy
28,497
+3,450
+14% +$638K 0.16% 73
2024
Q3 		$4.32M Buy
25,047
+287
+1% +$46K 0.11% 88
2024
Q2 		$3.98M Buy
24,760
+1,160
+5% +$163K 0.1% 90
2024
Q1 		$3.13M Buy
23,600
+370
+2% +$45.8K 0.08% 115
2023
Q4 		$2.59M Buy
23,230
+810
+4% +$76.7K 0.08% 114
2023
Q3 		$1.86M Buy
22,420
+7,230
+48% +$627K 0.07% 109
2023
Q2 		$1.32M Buy
15,190
+10,130
+200% +$722K 0.06% 115
2023
Q1 		$325K Hold
5,060
– – 0.02% 219
2022
Q4 		$283K Sell
5,060
-310
-6% -$15.5K 0.02% 228
2022
Q3 		$238K Sell
5,370
-1,170
-18% -$59.8K 0.02% 223
2022
Q2 		$318K Hold
6,540
– – 0.02% 209
2022
Q1 		$412K Sell
6,540
-1,610
-20% -$95.6K 0.02% 210
2021
Q4 		$542K Buy
8,150
+270
+3% +$15.2K 0.03% 175
2021
Q3 		$382K Sell
7,880
-10
-0.1% -$486 0.02% 197
2021
Q2 		$376K Buy
7,890
+2,260
+40% +$105K 0.02% 199
2021
Q1 		$261K Buy
5,630
+600
+12% +$27.7K 0.02% 232
2020
Q4 		$220K Buy
+5,030
New +$196K 0.01% 231

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

Choate Investment Advisors's AVGO Position: Q1 2026 in Review

Choate Investment Advisors increased its Broadcom (AVGO) stake by 41% in Q1 2026, buying an estimated $7.09M and bringing the position to 73,585 shares worth $22.8M. The position accounts for 0.45% of the portfolio, ranked #30.

Choate Investment Advisors first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Choate Investment Advisors held 73,585 shares of Broadcom worth $22.8M as of Q1 2026.
  • Choate Investment Advisors bought 21,535 Broadcom shares in Q1 2026, an estimated $7.09M.
  • Broadcom made up 0.45% of Choate Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Choate Investment Advisors first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.