Clifford Swan Investment Counsel’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 | $9.91M | Sell |
26,229
-960
| -4% | -$385K | 0.32% | 84 |
|
|
2026
Q1 | $8.42M | Buy |
27,189
+998
| +4% | +$328K | 0.29% | 92 |
|
|
2025
Q4 | $9.06M | Sell |
26,191
-293
| -1% | -$105K | 0.3% | 87 |
|
|
2025
Q3 | $8.74M | Sell |
26,484
-2,309
| -8% | -$708K | 0.29% | 88 |
|
|
2025
Q2 | $7.94M | Buy |
28,793
+233
| +0.8% | +$50.6K | 0.28% | 89 |
|
|
2025
Q1 | $4.78M | Sell |
28,560
-520
| -2% | -$110K | 0.18% | 111 |
|
|
2024
Q4 | $6.74M | Hold |
29,080
| – | – | 0.24% | 93 |
|
|
2024
Q3 | $5.02M | Buy |
29,080
+500
| +2% | +$80.2K | 0.18% | 109 |
|
|
2024
Q2 | $4.59M | Sell |
28,580
-1,610
| -5% | -$226K | 0.17% | 110 |
|
|
2024
Q1 | $4M | Sell |
30,190
-14,150
| -32% | -$1.75M | 0.15% | 117 |
|
|
2023
Q4 | $4.95M | Buy |
44,340
+41,630
| +1,536% | +$3.94M | 0.19% | 107 |
|
|
2023
Q3 | $225K | Sell |
2,710
-280
| -9% | -$24.3K | 0.01% | 282 |
|
|
2023
Q2 | $259K | Buy |
+2,990
| New | +$213K | 0.01% | 274 |
|
|
2022
Q3 | – | Sell |
-11,090
| Closed | -$539K | – | 309 |
|
|
2022
Q2 | $539K | Buy |
11,090
+700
| +7% | +$39.3K | 0.02% | 215 |
|
|
2022
Q1 | $654K | Sell |
10,390
-10
| -0.1% | -$594 | 0.02% | 210 |
|
|
2021
Q4 | $692K | Buy |
10,400
+10
| +0.1% | +$562 | 0.02% | 215 |
|
|
2021
Q3 | $549K | Hold |
10,390
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $507K | Sell |
10,390
-7,430
| -42% | -$344K | 0.02% | 225 |
|
|
2021
Q1 | $826K | Sell |
17,820
-200
| -1% | -$9.25K | 0.03% | 189 |
|
|
2020
Q4 | $789K | Buy |
18,020
+100
| +0.6% | +$3.9K | 0.03% | 194 |
|
|
2020
Q3 | $653K | Hold |
17,920
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $566K | Hold |
17,920
| – | – | 0.03% | 202 |
|
|
2020
Q1 | $425K | Hold |
17,920
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $566K | Hold |
17,920
| – | – | 0.03% | 204 |
|
|
2019
Q3 | $495K | Hold |
17,920
| – | – | 0.03% | 207 |
|
|
2019
Q2 | $516K | Hold |
17,920
| – | – | 0.03% | 203 |
|
|
2019
Q1 | $539K | Sell |
17,920
-780
| -4% | -$21.1K | 0.03% | 202 |
|
|
2018
Q4 | $476K | Sell |
18,700
-310
| -2% | -$7.32K | 0.03% | 204 |
|
|
2018
Q3 | $469K | Hold |
19,010
| – | – | 0.02% | 212 |
|
|
2018
Q2 | $461K | Buy |
19,010
+310
| +2% | +$7.6K | 0.03% | 215 |
|
|
2018
Q1 | $441K | Hold |
18,700
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $480K | Hold |
18,700
| – | – | 0.03% | 212 |
|
|
2017
Q3 | $454K | Sell |
18,700
-1,680
| -8% | -$41.5K | 0.03% | 215 |
|
|
2017
Q2 | $475K | Buy |
20,380
+6,380
| +46% | +$148K | 0.03% | 216 |
|
|
2017
Q1 | $307K | Buy |
14,000
+1,190
| +9% | +$24.5K | 0.02% | 244 |
|
|
2016
Q4 | $226K | Sell |
12,810
-850
| -6% | -$14.7K | 0.02% | 257 |
|
|
2016
Q3 | $236K | Buy |
+13,660
| New | +$228K | 0.02% | 253 |
|
|
2016
Q2 | – | Sell |
-13,210
| Closed | -$204K | – | 262 |
|
|
2016
Q1 | $204K | Buy |
+13,210
| New | +$179K | 0.01% | 255 |
|
Other funds holding AVGO
Clifford Swan Investment Counsel's AVGO Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its Broadcom (AVGO) stake by 3.5% in Q2 2026, selling an estimated $385K and leaving 26,229 shares worth $9.91M. The position accounts for 0.32% of the portfolio, ranked #84.
Clifford Swan Investment Counsel first reported a position in AVGO in Q1 2016 and has held it in 38 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Clifford Swan Investment Counsel held 26,229 shares of Broadcom worth $9.91M as of Q2 2026.
- Clifford Swan Investment Counsel sold 960 Broadcom shares in Q2 2026, an estimated $385K.
- Broadcom made up 0.32% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #84 holding.
- Clifford Swan Investment Counsel first reported a position in Broadcom in Q1 2016 and has held it in 38 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.