Colonial Trust Advisors’s Broadcom AVGO Stock Holding History

Colonial Trust 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	$3.14M	Sell	10,156 -356	-3%	-$117K	0.24%	83
2025 Q4	$3.64M	Buy	10,512 +1,390	+15%	+$497K	0.27%	81
2025 Q3	$3.01M	Buy	9,122 +78	+0.9%	+$23.9K	0.23%	86
2025 Q2	$2.49M	Buy	9,044 +668	+8%	+$145K	0.21%	90
2025 Q1	$1.4M	Buy	8,376 +5,172	+161%	+$1.09M	0.12%	101
2024 Q4	$743K	Sell	3,204 -20	-0.6%	-$3.7K	0.07%	124
2024 Q3	$556K	Buy	3,224 +2,164	+204%	+$347K	0.05%	140
2024 Q2	$170K	Sell	1,060 -100	-9%	-$14K	0.02%	196
2024 Q1	$154K	Buy	1,160 +300	+35%	+$37.2K	0.02%	203
2023 Q4	$96K	Buy	860 +10	+1%	+$947	0.01%	244
2023 Q3	$70.6K	Buy	850 +10	+1%	+$867	0.01%	288
2023 Q2	$72.9K	Hold	840	–	–	0.01%	290
2023 Q1	$53.9K	Buy	840 +30	+4%	+$1.8K	0.01%	324
2022 Q4	$45.3K	Sell	810 -10	-1%	-$501	0.01%	341
2022 Q3	$36K	Buy	+820	New	+$41.9K	﹤0.01%	239

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Colonial Trust Advisors's AVGO Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $117K and leaving 10,156 shares worth $3.14M. The position accounts for 0.24% of the portfolio, ranked #83.

Colonial Trust Advisors first reported a position in AVGO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.64M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Colonial Trust Advisors held 10,156 shares of Broadcom worth $3.14M as of Q1 2026.
Colonial Trust Advisors sold 356 Broadcom shares in Q1 2026, an estimated $117K.
Broadcom made up 0.24% of Colonial Trust Advisors's portfolio in Q1 2026, its #83 holding.
Colonial Trust Advisors first reported a position in Broadcom in Q3 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Broadcom position peaked at $3.64M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.