Greenleaf Trust’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.4M Buy
114,951
+1,341
+1% +$538K 0.42% 25
2026
Q1
$35.2M Buy
113,610
+1,700
+2% +$559K 0.35% 27
2025
Q4
$38.7M Buy
111,910
+487
+0.4% +$174K 0.36% 27
2025
Q3
$36.8M Buy
111,423
+171
+0.2% +$52.5K 0.33% 21
2025
Q2
$30.7M Sell
111,252
-5,714
-5% -$1.24M 0.27% 26
2025
Q1
$19.6M Buy
116,966
+3,670
+3% +$777K 0.18% 37
2024
Q4
$26.3M Buy
113,296
+5,827
+5% +$1.08M 0.24% 30
2024
Q3
$18.5M Buy
107,469
+2,099
+2% +$337K 0.16% 40
2024
Q2
$16.9M Buy
105,370
+3,480
+3% +$488K 0.16% 43
2024
Q1
$13.5M Sell
101,890
-5,680
-5% -$704K 0.13% 52
2023
Q4
$12M Buy
107,570
+5,710
+6% +$541K 0.13% 57
2023
Q3
$8.46M Buy
101,860
+1,320
+1% +$114K 0.1% 65
2023
Q2
$8.72M Sell
100,540
-2,700
-3% -$193K 0.09% 63
2023
Q1
$6.62M Buy
103,240
+4,170
+4% +$251K 0.07% 79
2022
Q4
$5.54M Buy
99,070
+1,030
+1% +$51.6K 0.07% 82
2022
Q3
$4.35M Buy
98,040
+2,510
+3% +$128K 0.06% 84
2022
Q2
$4.64M Buy
95,530
+1,890
+2% +$106K 0.07% 71
2022
Q1
$5.9M Buy
93,640
+8,930
+11% +$530K 0.07% 61
2021
Q4
$5.64M Buy
84,710
+5,460
+7% +$307K 0.07% 71
2021
Q3
$3.84M Buy
79,250
+1,490
+2% +$72.5K 0.05% 78
2021
Q2
$3.71M Buy
77,760
+1,380
+2% +$63.9K 0.05% 82
2021
Q1
$3.54M Buy
76,380
+9,410
+14% +$435K 0.05% 80
2020
Q4
$2.93M Buy
66,970
+3,120
+5% +$122K 0.04% 88
2020
Q3
$2.33M Buy
63,850
+2,080
+3% +$69.7K 0.04% 91
2020
Q2
$1.95M Buy
61,770
+8,560
+16% +$240K 0.03% 99
2020
Q1
$1.26M Sell
53,210
-6,540
-11% -$184K 0.03% 113
2019
Q4
$1.89M Buy
59,750
+620
+1% +$18.8K 0.03% 103
2019
Q3
$1.63M Buy
59,130
+2,770
+5% +$78.8K 0.03% 112
2019
Q2
$1.62M Buy
56,360
+80
+0.1% +$2.33K 0.03% 113
2019
Q1
$1.69M Sell
56,280
-500
-0.9% -$13.6K 0.03% 106
2018
Q4
$1.44M Buy
56,780
+6,980
+14% +$165K 0.03% 114
2018
Q3
$1.23M Sell
49,800
-1,160
-2% -$26K 0.02% 142
2018
Q2
$1.24M Buy
50,960
+9,190
+22% +$225K 0.02% 135
2018
Q1
$984K Buy
41,770
+830
+2% +$20.9K 0.02% 153
2017
Q4
$1.05M Buy
40,940
+1,190
+3% +$30.9K 0.02% 148
2017
Q3
$964K Buy
39,750
+5,610
+16% +$139K 0.02% 152
2017
Q2
$796K Buy
34,140
+450
+1% +$10.4K 0.02% 147
2017
Q1
$738K Sell
33,690
-2,260
-6% -$46.5K 0.02% 128
2016
Q4
$635K Sell
35,950
-17,000
-32% -$295K 0.02% 117
2016
Q3
$913K Buy
52,950
+1,180
+2% +$19.7K 0.02% 94
2016
Q2
$805K Sell
51,770
-13,450
-21% -$205K 0.02% 92
2016
Q1
$1.01M Sell
65,220
-80,960
-55% -$1.09M 0.03% 87
2015
Q4
$2.12M Sell
146,180
-130,840
-47% -$1.7M 0.06% 59
2015
Q3
$3.46M Sell
277,020
-1,887,570
-87% -$23.8M 0.1% 35
2015
Q2
$28.8M Sell
2,164,590
-92,780
-4% -$1.22M 0.83% 4
2015
Q1
$28.7M Sell
2,257,370
-238,420
-10% -$2.73M 0.86% 3
2014
Q4
$25.1M Buy
2,495,790
+12,370
+0.5% +$111K 0.73% 5
2014
Q3
$21.6M Sell
2,483,420
-55,650
-2% -$435K 0.71% 10
2014
Q2
$18.3M Sell
2,539,070
-239,880
-9% -$1.61M 0.58% 11
2014
Q1
$17.9M Sell
2,778,950
-246,590
-8% -$1.45M 0.58% 14
2013
Q4
$16M Sell
3,025,540
-35,350
-1% -$163K 0.55% 16
2013
Q3
$13.2M Buy
3,060,890
+191,180
+7% +$734K 0.5% 18
2013
Q2
$10.7M Buy
+2,869,710
New +$10M 0.42% 23

Other funds holding AVGO

Greenleaf Trust's AVGO Position: Q2 2026 in Review

Greenleaf Trust increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $538K and bringing the position to 114,951 shares worth $43.4M. The position accounts for 0.42% of the portfolio, ranked #25.

Greenleaf Trust first reported a position in AVGO in Q2 2013 and has held it in 53 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Greenleaf Trust held 114,951 shares of Broadcom worth $43.4M as of Q2 2026.
  • Greenleaf Trust bought 1,341 Broadcom shares in Q2 2026, an estimated $538K.
  • Broadcom made up 0.42% of Greenleaf Trust's portfolio in Q2 2026, its #25 holding.
  • Greenleaf Trust first reported a position in Broadcom in Q2 2013 and has held it in 53 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.