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Douglass Winthrop Advisors’s Broadcom AVGO Stock Holding History

Douglass Winthrop Advisors’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 		$7.86M Buy
20,803
+4,650
+29% +$1.86M 0.14% 63
2026
Q1 		$5M Sell
16,153
-7
-0% -$2.3K 0.09% 79
2025
Q4 		$5.59M Buy
16,160
+852
+6% +$305K 0.1% 76
2025
Q3 		$5.05M Sell
15,308
-364
-2% -$112K 0.09% 78
2025
Q2 		$4.32M Sell
15,672
-1,096
-7% -$238K 0.08% 80
2025
Q1 		$2.81M Sell
16,768
-532
-3% -$113K 0.05% 93
2024
Q4 		$4.01M Hold
17,300
– – 0.08% 82
2024
Q3 		$2.98M Buy
17,300
+950
+6% +$152K 0.06% 92
2024
Q2 		$2.63M Sell
16,350
-1,500
-8% -$210K 0.05% 91
2024
Q1 		$2.37M Buy
17,850
+8,960
+101% +$1.11M 0.05% 96
2023
Q4 		$992K Buy
8,890
+3,980
+81% +$377K 0.02% 124
2023
Q3 		$408K Buy
4,910
+140
+3% +$12.1K 0.01% 176
2023
Q2 		$414K Hold
4,770
– – 0.01% 181
2023
Q1 		$306K Hold
4,770
– – 0.01% 205
2022
Q4 		$267K Hold
4,770
– – 0.01% 214
2022
Q3 		$212K Hold
4,770
– – 0.01% 230
2022
Q2 		$232K Sell
4,770
-1,000
-17% -$56.1K 0.01% 232
2022
Q1 		$363K Hold
5,770
– – 0.01% 213
2021
Q4 		$384K Hold
5,770
– – 0.01% 219
2021
Q3 		$280K Sell
5,770
-2,000
-26% -$97.3K 0.01% 241
2021
Q2 		$371K Hold
7,770
– – 0.01% 224
2021
Q1 		$360K Hold
7,770
– – 0.01% 217
2020
Q4 		$340K Hold
7,770
– – 0.01% 217
2020
Q3 		$283K Hold
7,770
– – 0.01% 224
2020
Q2 		$245K Buy
+7,770
New +$217K 0.01% 220
2015
Q1 		– Sell
-20,480
Closed -$206K – 250
2014
Q4 		$206K Sell
20,480
-21,620
-51% -$193K 0.02% 205
2014
Q3 		$366K Buy
+42,100
New +$329K 0.03% 150

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

Douglass Winthrop Advisors's AVGO Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its Broadcom (AVGO) stake by 29% in Q2 2026, buying an estimated $1.86M and bringing the position to 20,803 shares worth $7.86M. The position accounts for 0.14% of the portfolio, ranked #63.

Douglass Winthrop Advisors first reported a position in AVGO in Q3 2014 and has held it in 27 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Douglass Winthrop Advisors held 20,803 shares of Broadcom worth $7.86M as of Q2 2026.
  • Douglass Winthrop Advisors bought 4,650 Broadcom shares in Q2 2026, an estimated $1.86M.
  • Broadcom made up 0.14% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #63 holding.
  • Douglass Winthrop Advisors first reported a position in Broadcom in Q3 2014 and has held it in 27 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.