FineMark National Bank & Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $83M | Sell |
239,844
-3,774
| -2% | -$1.35M | 2.59% | 7 |
|
|
2025
Q3 | $80.4M | Sell |
243,618
-27,044
| -10% | -$8.3M | 2.62% | 6 |
|
|
2025
Q2 | $74.6M | Sell |
270,662
-12,825
| -5% | -$2.78M | 2.54% | 6 |
|
|
2025
Q1 | $47.5M | Sell |
283,487
-721
| -0.3% | -$153K | 1.73% | 9 |
|
|
2024
Q4 | $65.9M | Sell |
284,208
-5,966
| -2% | -$1.1M | 2.3% | 7 |
|
|
2024
Q3 | $50.1M | Sell |
290,174
-4,246
| -1% | -$681K | 1.74% | 9 |
|
|
2024
Q2 | $47.3M | Sell |
294,420
-15,080
| -5% | -$2.11M | 1.74% | 10 |
|
|
2024
Q1 | $41M | Sell |
309,500
-2,420
| -0.8% | -$300K | 1.52% | 11 |
|
|
2023
Q4 | $34.8M | Sell |
311,920
-4,800
| -2% | -$455K | 1.42% | 9 |
|
|
2023
Q3 | $26.3M | Sell |
316,720
-6,160
| -2% | -$534K | 1.14% | 13 |
|
|
2023
Q2 | $28M | Sell |
322,880
-72,250
| -18% | -$5.15M | 1.15% | 13 |
|
|
2023
Q1 | $25.3M | Sell |
395,130
-2,120
| -0.5% | -$128K | 1.08% | 13 |
|
|
2022
Q4 | $22.2M | Buy |
397,250
+2,220
| +0.6% | +$111K | 1% | 16 |
|
|
2022
Q3 | $17.5M | Sell |
395,030
-110
| -0% | -$5.62K | 0.84% | 21 |
|
|
2022
Q2 | $19.2M | Sell |
395,140
-11,400
| -3% | -$640K | 0.85% | 20 |
|
|
2022
Q1 | $25.6M | Sell |
406,540
-450
| -0.1% | -$26.7K | 1.01% | 15 |
|
|
2021
Q4 | $27.1M | Buy |
406,990
+5,090
| +1% | +$286K | 1.02% | 14 |
|
|
2021
Q3 | $19.5M | Buy |
401,900
+4,040
| +1% | +$196K | 0.82% | 22 |
|
|
2021
Q2 | $19M | Buy |
397,860
+5,500
| +1% | +$255K | 0.77% | 24 |
|
|
2021
Q1 | $18.2M | Buy |
392,360
+7,700
| +2% | +$356K | 0.77% | 24 |
|
|
2020
Q4 | $16.8M | Buy |
384,660
+10,860
| +3% | +$423K | 0.75% | 26 |
|
|
2020
Q3 | $13.6M | Buy |
373,800
+15,930
| +4% | +$534K | 0.66% | 32 |
|
|
2020
Q2 | $11.3M | Buy |
357,870
+9,890
| +3% | +$277K | 0.62% | 38 |
|
|
2020
Q1 | $8.25M | Buy |
347,980
+49,480
| +17% | +$1.39M | 0.52% | 50 |
|
|
2019
Q4 | $9.43M | Buy |
298,500
+16,570
| +6% | +$503K | 0.47% | 57 |
|
|
2019
Q3 | $7.78M | Buy |
281,930
+16,700
| +6% | +$475K | 0.41% | 62 |
|
|
2019
Q2 | $7.63M | Sell |
265,230
-2,500
| -0.9% | -$72.9K | 0.42% | 63 |
|
|
2019
Q1 | $8.05M | Buy |
267,730
+7,490
| +3% | +$203K | 0.47% | 52 |
|
|
2018
Q4 | $6.62M | Buy |
260,240
+16,180
| +7% | +$382K | 0.45% | 62 |
|
|
2018
Q3 | $6.02M | Buy |
244,060
+15,260
| +7% | +$342K | 0.37% | 71 |
|
|
2018
Q2 | $5.55M | Buy |
228,800
+203,620
| +809% | +$4.99M | 0.34% | 75 |
|
|
2018
Q1 | $593K | Buy |
25,180
+7,250
| +40% | +$183K | 0.04% | 225 |
|
|
2017
Q4 | $461K | Buy |
17,930
+4,130
| +30% | +$107K | 0.03% | 240 |
|
|
2017
Q3 | $335K | Buy |
13,800
+2,260
| +20% | +$55.9K | 0.02% | 278 |
|
|
2017
Q2 | $269K | Buy |
11,540
+1,130
| +11% | +$26.2K | 0.02% | 299 |
|
|
2017
Q1 | $228K | Buy |
10,410
+5,500
| +112% | +$113K | 0.02% | 324 |
|
|
2016
Q4 | $87K | Sell |
4,910
-250
| -5% | -$4.33K | 0.01% | 503 |
|
|
2016
Q3 | $89K | Buy |
5,160
+1,500
| +41% | +$25.1K | 0.01% | 485 |
|
|
2016
Q2 | $57K | Buy |
3,660
+460
| +14% | +$7.01K | 0.01% | 560 |
|
|
2016
Q1 | $49K | Sell |
3,200
-3,030
| -49% | -$41K | 0.01% | 571 |
|
|
2015
Q4 | $91K | Sell |
6,230
-1,860
| -23% | -$24.2K | 0.01% | 465 |
|
|
2015
Q3 | $102K | Buy |
8,090
+1,060
| +15% | +$13.4K | 0.01% | 451 |
|
|
2015
Q2 | $94K | Buy |
7,030
+1,190
| +20% | +$15.6K | 0.01% | 501 |
|
|
2015
Q1 | $75K | Sell |
5,840
-40
| -0.7% | -$459 | 0.01% | 561 |
|
|
2014
Q4 | $59K | Sell |
5,880
-90
| -2% | -$804 | 0.01% | 612 |
|
|
2014
Q3 | $52K | Buy |
5,970
+550
| +10% | +$4.29K | 0.01% | 614 |
|
|
2014
Q2 | $39K | Buy |
5,420
+130
| +2% | +$873 | 0.01% | 699 |
|
|
2014
Q1 | $34K | Buy |
5,290
+1,050
| +25% | +$6.16K | 0.01% | 712 |
|
|
2013
Q4 | $22K | Buy |
4,240
+280
| +7% | +$1.29K | ﹤0.01% | 805 |
|
|
2013
Q3 | $17K | Sell |
3,960
-390
| -9% | -$1.5K | ﹤0.01% | 840 |
|
|
2013
Q2 | $16K | Buy |
+4,350
| New | +$15.2K | ﹤0.01% | 853 |
|
Other funds holding AVGO
FineMark National Bank & Trust's AVGO Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its Broadcom (AVGO) stake by 1.5% in Q4 2025, selling an estimated $1.35M and leaving 239,844 shares worth $83M. The position accounts for 2.59% of the portfolio, ranked #7.
FineMark National Bank & Trust first reported a position in AVGO in Q2 2013 and has held it in 51 quarters since. 4,720 funds tracked by Wall St. Rank hold AVGO as of Q4 2025.
- FineMark National Bank & Trust held 239,844 shares of Broadcom worth $83M as of Q4 2025.
- FineMark National Bank & Trust sold 3,774 Broadcom shares in Q4 2025, an estimated $1.35M.
- Broadcom made up 2.59% of FineMark National Bank & Trust's portfolio in Q4 2025, its #7 holding.
- FineMark National Bank & Trust first reported a position in Broadcom in Q2 2013 and has held it in 51 quarters since.
- 4,720 funds tracked by Wall St. Rank held Broadcom as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.