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Colonial Trust’s Broadcom AVGO Stock Holding History

Colonial 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 		$2.39M Sell
7,718
-268
-3% -$88.2K 0.33% 81
2025
Q4 		$2.76M Sell
7,986
-1,063
-12% -$380K 0.37% 70
2025
Q3 		$2.99M Sell
9,049
-124
-1% -$38K 0.4% 66
2025
Q2 		$2.53M Buy
9,173
+253
+3% +$54.9K 0.37% 70
2025
Q1 		$1.49M Sell
8,920
-1,165
-12% -$247K 0.23% 94
2024
Q4 		$2.34M Buy
10,085
+1,285
+15% +$238K 0.35% 72
2024
Q3 		$1.52M Sell
8,800
-140
-2% -$22.4K 0.23% 95
2024
Q2 		$1.44M Buy
8,940
+610
+7% +$85.5K 0.25% 88
2024
Q1 		$1.1M Buy
8,330
+680
+9% +$84.3K 0.21% 96
2023
Q4 		$854K Buy
7,650
+1,850
+32% +$175K 0.18% 108
2023
Q3 		$482K Buy
5,800
+510
+10% +$44.2K 0.12% 131
2023
Q2 		$459K Sell
5,290
-840
-14% -$59.9K 0.11% 140
2023
Q1 		$393K Sell
6,130
-190
-3% -$11.4K 0.1% 158
2022
Q4 		$353K Buy
6,320
+500
+9% +$25.1K 0.1% 151
2022
Q3 		$258K Buy
+5,820
New +$297K 0.08% 172

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

Colonial Trust's AVGO Position: Q1 2026 in Review

Colonial Trust reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $88.2K and leaving 7,718 shares worth $2.39M. The position accounts for 0.33% of the portfolio, ranked #81.

Colonial Trust first reported a position in AVGO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.99M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Colonial Trust held 7,718 shares of Broadcom worth $2.39M as of Q1 2026.
  • Colonial Trust sold 268 Broadcom shares in Q1 2026, an estimated $88.2K.
  • Broadcom made up 0.33% of Colonial Trust's portfolio in Q1 2026, its #81 holding.
  • Colonial Trust first reported a position in Broadcom in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's Broadcom position peaked at $2.99M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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