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Davidson Trust Company’s Broadcom AVGO Stock Holding History

Davidson Trust Company’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 		$1.25M Sell
4,045
-4,200
-51% -$1.38M 0.54% 49
2025
Q4 		$2.85M Buy
8,245
+395
+5% +$141K 1.19% 20
2025
Q3 		$2.59M Buy
7,850
+742
+10% +$228K 1.07% 26
2025
Q2 		$1.96M Buy
7,108
+606
+9% +$132K 0.9% 29
2025
Q1 		$1.09M Sell
6,502
-1,080
-14% -$229K 0.52% 54
2024
Q4 		$1.76M Buy
7,582
+144
+2% +$26.6K 0.9% 28
2024
Q3 		$1.28M Buy
7,438
+2,128
+40% +$341K 0.66% 41
2024
Q2 		$853K Sell
5,310
-320
-6% -$44.8K 0.59% 50
2024
Q1 		$746K Buy
5,630
+220
+4% +$27.3K 0.43% 58
2023
Q4 		$604K Sell
5,410
-450
-8% -$42.6K 0.39% 67
2023
Q3 		$487K Buy
5,860
+420
+8% +$36.4K 0.36% 69
2023
Q2 		$472K Buy
5,440
+2,200
+68% +$157K 0.34% 74
2023
Q1 		$208K Buy
+3,240
New +$195K 0.16% 118
2022
Q2 		– Sell
-3,950
Closed -$249K – 109
2022
Q1 		$249K Sell
3,950
-70
-2% -$4.16K 0.19% 109
2021
Q4 		$267K Sell
4,020
-1,010
-20% -$56.8K 0.18% 112
2021
Q3 		$243K Buy
+5,030
New +$245K 0.19% 115

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

Davidson Trust Company's AVGO Position: Q1 2026 in Review

Davidson Trust Company reduced its Broadcom (AVGO) stake by 51% in Q1 2026, selling an estimated $1.38M and leaving 4,045 shares worth $1.25M. The position accounts for 0.54% of the portfolio, ranked #49.

Davidson Trust Company first reported a position in AVGO in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.85M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Davidson Trust Company held 4,045 shares of Broadcom worth $1.25M as of Q1 2026.
  • Davidson Trust Company sold 4,200 Broadcom shares in Q1 2026, an estimated $1.38M.
  • Broadcom made up 0.54% of Davidson Trust Company's portfolio in Q1 2026, its #49 holding.
  • Davidson Trust Company first reported a position in Broadcom in Q3 2021 and has held it in 16 quarters since.
  • Davidson Trust Company's Broadcom position peaked at $2.85M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.