Grimes & Company’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
$25.3M Buy
67,043
+807
+1% +$324K 0.55% 40
2026
Q1
$20.5M Sell
66,236
-13,086
-16% -$4.31M 0.57% 38
2025
Q4
$27.5M Sell
79,322
-8,594
-10% -$3.07M 0.66% 30
2025
Q3
$29M Buy
87,916
+11,728
+15% +$3.6M 0.72% 27
2025
Q2
$21M Sell
76,188
-8,082
-10% -$1.75M 0.57% 33
2025
Q1
$14.1M Buy
84,270
+912
+1% +$193K 0.44% 56
2024
Q4
$19.3M Sell
83,358
-746
-0.9% -$138K 0.56% 41
2024
Q3
$14.5M Sell
84,104
-2,096
-2% -$336K 0.39% 58
2024
Q2
$13.8M Sell
86,200
-19,350
-18% -$2.71M 0.41% 58
2024
Q1
$14M Sell
105,550
-1,180
-1% -$146K 0.43% 60
2023
Q4
$11.9M Buy
106,730
+2,980
+3% +$282K 0.39% 57
2023
Q3
$8.62M Sell
103,750
-1,740
-2% -$151K 0.33% 68
2023
Q2
$9.15M Sell
105,490
-10,550
-9% -$752K 0.32% 66
2023
Q1
$7.44M Sell
116,040
-120
-0.1% -$7.22K 0.31% 75
2022
Q4
$6.49M Buy
116,160
+13,000
+13% +$652K 0.27% 74
2022
Q3
$4.58M Buy
103,160
+7,650
+8% +$391K 0.24% 80
2022
Q2
$4.64M Buy
95,510
+3,860
+4% +$217K 0.23% 85
2022
Q1
$5.77M Buy
91,650
+7,620
+9% +$453K 0.3% 79
2021
Q4
$5.59M Buy
84,030
+260
+0.3% +$14.6K 0.26% 80
2021
Q3
$4.06M Buy
83,770
+2,460
+3% +$120K 0.18% 94
2021
Q2
$3.88M Buy
81,310
+4,810
+6% +$223K 0.17% 94
2021
Q1
$3.55M Buy
76,500
+1,040
+1% +$48.1K 0.17% 97
2020
Q4
$3.3M Buy
75,460
+3,680
+5% +$143K 0.17% 96
2020
Q3
$2.62M Buy
71,780
+1,390
+2% +$46.6K 0.17% 97
2020
Q2
$2.22M Buy
70,390
+1,430
+2% +$40K 0.15% 97
2020
Q1
$1.64M Buy
68,960
+6,420
+10% +$181K 0.15% 95
2019
Q4
$1.98M Buy
62,540
+2,660
+4% +$80.8K 0.13% 102
2019
Q3
$1.65M Buy
59,880
+5,020
+9% +$143K 0.12% 103
2019
Q2
$1.58M Buy
+54,860
New +$1.6M 0.12% 102

Other funds holding AVGO

Grimes & Company's AVGO Position: Q2 2026 in Review

Grimes & Company increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $324K and bringing the position to 67,043 shares worth $25.3M. The position accounts for 0.55% of the portfolio, ranked #40.

Grimes & Company first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. The position peaked at $29M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Grimes & Company held 67,043 shares of Broadcom worth $25.3M as of Q2 2026.
  • Grimes & Company bought 807 Broadcom shares in Q2 2026, an estimated $324K.
  • Broadcom made up 0.55% of Grimes & Company's portfolio in Q2 2026, its #40 holding.
  • Grimes & Company first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
  • Grimes & Company's Broadcom position peaked at $29M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.