De Burlo Group’s Broadcom AVGO Stock Holding History

De Burlo Group’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	$9.73M	Sell	31,431 -18,819	-37%	-$6.19M	2.2%	15
2025 Q4	$17.4M	Sell	50,250 -13,175	-21%	-$4.71M	2.11%	17
2025 Q3	$20.9M	Sell	63,425 -55,480	-47%	-$17M	2.52%	19
2025 Q2	$32.8M	Sell	118,905 -7,450	-6%	-$1.62M	4.32%	5
2025 Q1	$21.2M	Buy	126,355 +88,670	+235%	+$18.8M	3.12%	14
2024 Q4	$8.74M	Sell	37,685 -4,125	-10%	-$763K	1.17%	26
2024 Q3	$7.21M	Sell	41,810 -1,340	-3%	-$215K	0.89%	31
2024 Q2	$6.93M	Sell	43,150 -4,750	-10%	-$666K	0.93%	28
2024 Q1	$6.35M	Sell	47,900 -4,600	-9%	-$570K	0.84%	33
2023 Q4	$4.36M	Hold	52,500	–	–	0.76%	35
2023 Q3	$4.36M	Sell	52,500 -500	-0.9%	-$43.3K	0.76%	35
2023 Q2	$4.6M	Sell	53,000 -300	-0.6%	-$21.4K	0.77%	39
2023 Q1	$3.42M	Hold	53,300	–	–	0.67%	42
2022 Q4	$2.98M	Sell	53,300 -80,000	-60%	-$4.01M	0.67%	35
2022 Q3	$5.92M	Buy	133,300 +126,600	+1,890%	+$6.47M	1.41%	23
2022 Q2	$325K	Sell	6,700 -360,800	-98%	-$20.3M	0.09%	55
2022 Q1	$23.1M	Sell	367,500 -700	-0.2%	-$41.6K	4.31%	7
2021 Q4	$24.5M	Buy	368,200 +137,700	+60%	+$7.74M	3.56%	5
2021 Q3	$11.2M	Sell	230,500 -22,500	-9%	-$1.09M	1.81%	19
2021 Q2	$12.1M	Sell	253,000 -132,000	-34%	-$6.12M	1.92%	22
2021 Q1	$17.9M	Sell	385,000 -69,000	-15%	-$3.19M	3.19%	9
2020 Q4	$19.9M	Buy	454,000 +240,500	+113%	+$9.38M	3.25%	9
2020 Q3	$7.78M	Buy	213,500 +201,500	+1,679%	+$6.75M	1.41%	32
2020 Q2	$285K	Hold	12,000	–	–	0.08%	61
2020 Q1	$284K	Sell	12,000 -76,000	-86%	-$2.14M	0.08%	61
2019 Q4	$2.78M	Sell	88,000 -1,500	-2%	-$45.5K	0.56%	42
2019 Q3	$2.47M	Sell	89,500 -4,250	-5%	-$121K	0.56%	42
2019 Q2	$2.7M	Sell	93,750 -3,500	-4%	-$102K	0.53%	46
2019 Q1	$2.92M	Buy	97,250 +33,750	+53%	+$915K	0.59%	45
2018 Q4	$1.61M	Sell	63,500 -75,550	-54%	-$1.78M	0.36%	56
2018 Q3	$3.43M	Sell	139,050 -3,000	-2%	-$67.3K	0.64%	48
2018 Q2	$3.45M	Buy	+142,050	New	+$3.48M	0.73%	34
2018 Q1	–	Sell	-478,600	Closed	-$12.3M	–	106
2017 Q4	$12.3M	Buy	478,600 +26,100	+6%	+$678K	2.49%	10
2017 Q3	$11M	Sell	452,500 -131,000	-22%	-$3.24M	2.43%	14
2017 Q2	$13.6M	Sell	583,500 -106,000	-15%	-$2.46M	3.04%	9
2017 Q1	$15.1M	Buy	689,500 +266,000	+63%	+$5.48M	3.28%	5
2016 Q4	$7.49M	Buy	423,500 +62,000	+17%	+$1.07M	1.82%	21
2016 Q3	$6.24M	Buy	361,500 +25,000	+7%	+$418K	1.73%	19
2016 Q2	$5.23M	Sell	336,500 -5,000	-1%	-$76.2K	1.26%	36
2016 Q1	$5.28M	Sell	341,500 -118,000	-26%	-$1.6M	1.53%	25
2015 Q4	$6.67M	Sell	459,500 -70,000	-13%	-$910K	1.57%	28
2015 Q3	$6.62M	Sell	529,500 -53,000	-9%	-$670K	1.55%	31
2015 Q2	$7.74M	Buy	582,500 +31,000	+6%	+$406K	1.62%	24
2015 Q1	$7M	Buy	551,500 +185,500	+51%	+$2.13M	1.39%	28
2014 Q4	$3.68M	Buy	+366,000	New	+$3.27M	0.74%	58

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

De Burlo Group's AVGO Position: Q1 2026 in Review

De Burlo Group reduced its Broadcom (AVGO) stake by 37% in Q1 2026, selling an estimated $6.19M and leaving 31,431 shares worth $9.73M. The position accounts for 2.2% of the portfolio, ranked #15.

De Burlo Group first reported a position in AVGO in Q4 2014 and has held it in 45 quarters since. The position peaked at $32.8M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

De Burlo Group held 31,431 shares of Broadcom worth $9.73M as of Q1 2026.
De Burlo Group sold 18,819 Broadcom shares in Q1 2026, an estimated $6.19M.
Broadcom made up 2.2% of De Burlo Group's portfolio in Q1 2026, its #15 holding.
De Burlo Group first reported a position in Broadcom in Q4 2014 and has held it in 45 quarters since.
De Burlo Group's Broadcom position peaked at $32.8M in Q2 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.