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HM Payson & Co’s Broadcom AVGO Stock Holding History

HM Payson & Co’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 		$415M Sell
1,098,181
-24,453
-2% -$9.8M 5.5% 2
2026
Q1 		$347M Sell
1,122,634
-106,206
-9% -$34.9M 5.01% 3
2025
Q4 		$425M Sell
1,228,840
-77,899
-6% -$27.9M 6% 3
2025
Q3 		$431M Sell
1,306,739
-68,968
-5% -$21.2M 6.2% 3
2025
Q2 		$379M Sell
1,375,707
-58,063
-4% -$12.6M 6.01% 2
2025
Q1 		$240M Sell
1,433,770
-94,432
-6% -$20M 4.21% 3
2024
Q4 		$354M Sell
1,528,202
-14,977
-1% -$2.77M 6.01% 2
2024
Q3 		$266M Sell
1,543,179
-111
-0% -$17.8K 4.56% 3
2024
Q2 		$248M Buy
1,543,290
+5,260
+0.3% +$737K 4.5% 4
2024
Q1 		$204M Sell
1,538,030
-97,760
-6% -$12.1M 3.79% 4
2023
Q4 		$183M Sell
1,635,790
-39,860
-2% -$3.77M 3.78% 4
2023
Q3 		$139M Sell
1,675,650
-208,290
-11% -$18.1M 3.26% 4
2023
Q2 		$163M Sell
1,883,940
-61,440
-3% -$4.38M 3.67% 3
2023
Q1 		$125M Sell
1,945,380
-44,870
-2% -$2.7M 2.99% 5
2022
Q4 		$111M Buy
1,990,250
+110,340
+6% +$5.53M 2.77% 5
2022
Q3 		$83.5M Buy
1,879,910
+98,630
+6% +$5.04M 2.29% 7
2022
Q2 		$86.5M Buy
1,781,280
+99,590
+6% +$5.59M 2.22% 7
2022
Q1 		$106M Buy
1,681,690
+70,410
+4% +$4.18M 2.41% 5
2021
Q4 		$107M Sell
1,611,280
-13,420
-0.8% -$754K 2.33% 6
2021
Q3 		$78.8M Buy
1,624,700
+32,680
+2% +$1.59M 1.92% 10
2021
Q2 		$75.9M Buy
1,592,020
+172,990
+12% +$8.02M 1.85% 9
2021
Q1 		$65.8M Buy
1,419,030
+39,430
+3% +$1.82M 1.75% 11
2020
Q4 		$60.4M Buy
1,379,600
+14,610
+1% +$570K 1.67% 14
2020
Q3 		$49.7M Buy
1,364,990
+9,540
+0.7% +$320K 1.53% 19
2020
Q2 		$42.8M Sell
1,355,450
-121,250
-8% -$3.39M 1.43% 21
2020
Q1 		$35M Buy
1,476,700
+10,990
+0.7% +$310K 1.38% 24
2019
Q4 		$46.3M Buy
1,465,710
+134,930
+10% +$4.1M 1.49% 18
2019
Q3 		$36.7M Buy
1,330,780
+118,430
+10% +$3.37M 1.29% 27
2019
Q2 		$34.9M Buy
1,212,350
+144,120
+13% +$4.2M 1.25% 29
2019
Q1 		$32.1M Buy
1,068,230
+1,055,310
+8,168% +$28.6M 1.23% 31
2018
Q4 		$329K Buy
+12,920
New +$305K 0.96% 40
2018
Q3 		– Sell
-9,000
Closed -$218K – 327
2018
Q2 		$218K Buy
+9,000
New +$221K 0.01% 318
2018
Q1 		– Sell
-32,730
Closed -$841K – 337
2017
Q4 		$841K Buy
32,730
+2,000
+7% +$52K 0.03% 200
2017
Q3 		$745K Buy
30,730
+400
+1% +$9.89K 0.03% 200
2017
Q2 		$707K Buy
+30,330
New +$704K 0.03% 210

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HM Payson & Co's AVGO Position: Q2 2026 in Review

HM Payson & Co reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $9.8M and leaving 1,098,181 shares worth $415M. The position accounts for 5.5% of the portfolio, ranked #2.

HM Payson & Co first reported a position in AVGO in Q2 2017 and has held it in 35 quarters since. The position peaked at $431M in Q3 2025. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HM Payson & Co held 1,098,181 shares of Broadcom worth $415M as of Q2 2026.
  • HM Payson & Co sold 24,453 Broadcom shares in Q2 2026, an estimated $9.8M.
  • Broadcom made up 5.5% of HM Payson & Co's portfolio in Q2 2026, its #2 holding.
  • HM Payson & Co first reported a position in Broadcom in Q2 2017 and has held it in 35 quarters since.
  • HM Payson & Co's Broadcom position peaked at $431M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.