Copeland Capital Management’s Broadcom AVGO Stock Holding History

Copeland Capital Management’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	$25.1M	Sell	81,147 -4,925	-6%	-$1.62M	0.56%	69
2025 Q4	$29.8M	Sell	86,072 -23,864	-22%	-$8.53M	0.67%	58
2025 Q3	$36.3M	Sell	109,936 -23,266	-17%	-$7.14M	0.76%	53
2025 Q2	$36.7M	Sell	133,202 -404	-0.3%	-$87.7K	0.76%	54
2025 Q1	$22.4M	Sell	133,606 -26,072	-16%	-$5.52M	0.45%	85
2024 Q4	$37M	Sell	159,678 -42,337	-21%	-$7.83M	0.69%	62
2024 Q3	$34.8M	Sell	202,015 -9,165	-4%	-$1.47M	0.61%	68
2024 Q2	$33.9M	Sell	211,180 -30,950	-13%	-$4.34M	0.63%	67
2024 Q1	$32.1M	Buy	242,130 +16,730	+7%	+$2.07M	0.58%	69
2023 Q4	$25.2M	Sell	225,400 -9,500	-4%	-$900K	0.5%	76
2023 Q3	$19.5M	Sell	234,900 -5,100	-2%	-$442K	0.42%	82
2023 Q2	$20.8M	Buy	240,000 +57,220	+31%	+$4.08M	0.43%	79
2023 Q1	$11.7M	Sell	182,780 -9,690	-5%	-$583K	0.28%	81
2022 Q4	$10.8M	Sell	192,470 -10,900	-5%	-$547K	0.28%	89
2022 Q3	$9.03M	Sell	203,370 -39,790	-16%	-$2.03M	0.3%	90
2022 Q2	$11.8M	Sell	243,160 -10,190	-4%	-$572K	0.37%	85
2022 Q1	$16M	Sell	253,350 -4,540	-2%	-$270K	0.44%	78
2021 Q4	$17.2M	Buy	257,890 +4,280	+2%	+$241K	0.45%	78
2021 Q3	$12.3M	Buy	253,610 +90,890	+56%	+$4.42M	0.35%	87
2021 Q2	$7.76M	Buy	162,720 +2,600	+2%	+$120K	0.23%	89
2021 Q1	$7.42M	Sell	160,120 -13,030	-8%	-$603K	0.23%	86
2020 Q4	$7.58M	Sell	173,150 -13,490	-7%	-$526K	0.3%	81
2020 Q3	$6.8M	Buy	186,640 +18,580	+11%	+$622K	0.3%	79
2020 Q2	$5.3M	Sell	168,060 -5,460	-3%	-$153K	0.27%	82
2020 Q1	$4.11M	Sell	173,520 -62,300	-26%	-$1.76M	0.25%	90
2019 Q4	$7.45M	Sell	235,820 -24,120	-9%	-$732K	0.33%	83
2019 Q3	$7.18M	Buy	259,940 +112,490	+76%	+$3.2M	0.37%	84
2019 Q2	$4.24M	Buy	147,450 +1,610	+1%	+$46.9K	0.24%	87
2019 Q1	$4.39M	Sell	145,840 -139,820	-49%	-$3.79M	0.28%	85
2018 Q4	$7.26M	Sell	285,660 -24,860	-8%	-$587K	0.52%	69
2018 Q3	$7.66M	Buy	310,520 +35,970	+13%	+$807K	0.46%	93
2018 Q2	$6.66M	Sell	274,550 -5,030	-2%	-$123K	0.39%	94
2018 Q1	$6.59M	Sell	279,580 -9,370	-3%	-$236K	0.42%	93
2017 Q4	$7.42M	Sell	288,950 -46,880	-14%	-$1.22M	0.47%	87
2017 Q3	$8.14M	Sell	335,830 -154,390	-31%	-$3.82M	0.55%	74
2017 Q2	$11.4M	Sell	490,220 -582,870	-54%	-$13.5M	0.75%	61
2017 Q1	$23.4M	Buy	1,073,090 +72,230	+7%	+$1.49M	1.63%	7
2016 Q4	$17.7M	Sell	1,000,860 -310,700	-24%	-$5.38M	1.15%	27
2016 Q3	$22.6M	Buy	1,311,560 +545,940	+71%	+$9.13M	1.46%	10
2016 Q2	$11.9M	Sell	765,620 -36,210	-5%	-$552K	0.82%	50
2016 Q1	$12.4M	Sell	801,830 -888,780	-53%	-$12M	0.85%	50
2015 Q4	$24.5M	Buy	1,690,610 +1,096,640	+185%	+$14.3M	1.39%	13
2015 Q3	$7.43M	Sell	593,970 -1,126,900	-65%	-$14.2M	0.45%	80
2015 Q2	$22.9M	Buy	+1,720,870	New	+$22.5M	1.17%	21

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

Copeland Capital Management's AVGO Position: Q1 2026 in Review

Copeland Capital Management reduced its Broadcom (AVGO) stake by 5.7% in Q1 2026, selling an estimated $1.62M and leaving 81,147 shares worth $25.1M. The position accounts for 0.56% of the portfolio, ranked #69.

Copeland Capital Management first reported a position in AVGO in Q2 2015 and has held it in 44 quarters since. The position peaked at $37M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Copeland Capital Management held 81,147 shares of Broadcom worth $25.1M as of Q1 2026.
Copeland Capital Management sold 4,925 Broadcom shares in Q1 2026, an estimated $1.62M.
Broadcom made up 0.56% of Copeland Capital Management's portfolio in Q1 2026, its #69 holding.
Copeland Capital Management first reported a position in Broadcom in Q2 2015 and has held it in 44 quarters since.
Copeland Capital Management's Broadcom position peaked at $37M in Q4 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.