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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
Q2 		$2.85M Sell
7,538
-180
-2% -$72.2K 0.36% 67
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Colonial Trust's AVGO Position: Q2 2026 in Review

Colonial Trust reduced its Broadcom (AVGO) stake by 2.3% in Q2 2026, selling an estimated $72.2K and leaving 7,538 shares worth $2.85M. The position accounts for 0.36% of the portfolio, ranked #67.

Colonial Trust first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.99M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Colonial Trust held 7,538 shares of Broadcom worth $2.85M as of Q2 2026.
  • Colonial Trust sold 180 Broadcom shares in Q2 2026, an estimated $72.2K.
  • Broadcom made up 0.36% of Colonial Trust's portfolio in Q2 2026, its #67 holding.
  • Colonial Trust first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • Colonial Trust's Broadcom position peaked at $2.99M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.