Holderness Investments 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
Q1 | $12.4M | Buy |
40,074
+139
| +0.3% | +$45.7K | 2.49% | 8 |
|
|
2025
Q4 | $13.8M | Buy |
39,935
+291
| +0.7% | +$104K | 2.81% | 8 |
|
|
2025
Q3 | $13.1M | Buy |
39,644
+793
| +2% | +$243K | 2.67% | 7 |
|
|
2025
Q2 | $10.7M | Buy |
38,851
+430
| +1% | +$93.4K | 2.3% | 8 |
|
|
2025
Q1 | $6.43M | Sell |
38,421
-122
| -0.3% | -$25.8K | 1.5% | 12 |
|
|
2024
Q4 | $8.94M | Buy |
38,543
+1,100
| +3% | +$203K | 1.97% | 7 |
|
|
2024
Q3 | $6.46M | Buy |
37,443
+1,253
| +3% | +$201K | 1.41% | 10 |
|
|
2024
Q2 | $5.81M | Buy |
36,190
+590
| +2% | +$82.7K | 1.37% | 12 |
|
|
2024
Q1 | $4.72M | Buy |
35,600
+240
| +0.7% | +$29.7K | 1.15% | 15 |
|
|
2023
Q4 | $3.95M | Buy |
35,360
+6,370
| +22% | +$603K | 1.08% | 20 |
|
|
2023
Q3 | $2.41M | Buy |
28,990
+560
| +2% | +$48.5K | 0.94% | 31 |
|
|
2023
Q2 | $2.47M | Buy |
28,430
+3,330
| +13% | +$237K | 0.91% | 27 |
|
|
2023
Q1 | $1.61M | Sell |
25,100
-5,310
| -17% | -$319K | 0.64% | 44 |
|
|
2022
Q4 | $1.7M | Buy |
30,410
+750
| +3% | +$37.6K | 0.73% | 40 |
|
|
2022
Q3 | $1.32M | Sell |
29,660
-270
| -0.9% | -$13.8K | 0.6% | 43 |
|
|
2022
Q2 | $1.45M | Buy |
29,930
+120
| +0.4% | +$6.74K | 0.61% | 44 |
|
|
2022
Q1 | $1.88M | Buy |
29,810
+1,970
| +7% | +$117K | 0.63% | 42 |
|
|
2021
Q4 | $1.85M | Buy |
27,840
+540
| +2% | +$30.4K | 0.55% | 43 |
|
|
2021
Q3 | $1.32M | Buy |
27,300
+2,200
| +9% | +$107K | 0.44% | 62 |
|
|
2021
Q2 | $1.2M | Hold |
25,100
| – | – | 0.4% | 65 |
|
|
2021
Q1 | $1.16M | Buy |
25,100
+1,000
| +4% | +$46.2K | 0.42% | 66 |
|
|
2020
Q4 | $1.05M | Buy |
24,100
+200
| +0.8% | +$7.8K | 0.41% | 68 |
|
|
2020
Q3 | $871K | Sell |
23,900
-600
| -2% | -$20.1K | 0.36% | 71 |
|
|
2020
Q2 | $773K | Buy |
24,500
+14,200
| +138% | +$397K | 0.34% | 72 |
|
|
2020
Q1 | $244K | Buy |
10,300
+500
| +5% | +$14.1K | 0.14% | 139 |
|
|
2019
Q4 | $310K | Hold |
9,800
| – | – | 0.13% | 149 |
|
|
2019
Q3 | $271K | Sell |
9,800
-2,750
| -22% | -$78.2K | 0.13% | 150 |
|
|
2019
Q2 | $361K | Buy |
12,550
+1,650
| +15% | +$48.1K | 0.16% | 136 |
|
|
2019
Q1 | $328K | Hold |
10,900
| – | – | 0.16% | 140 |
|
|
2018
Q4 | $277K | Buy |
10,900
+1,000
| +10% | +$23.6K | 0.15% | 147 |
|
|
2018
Q3 | $244K | Buy |
9,900
+500
| +5% | +$11.2K | 0.11% | 178 |
|
|
2018
Q2 | $228K | Hold |
9,400
| – | – | 0.11% | 176 |
|
|
2018
Q1 | $222K | Sell |
9,400
-500
| -5% | -$12.6K | 0.11% | 184 |
|
|
2017
Q4 | $254K | Hold |
9,900
| – | – | 0.12% | 172 |
|
|
2017
Q3 | $240K | Hold |
9,900
| – | – | 0.12% | 173 |
|
|
2017
Q2 | $231K | Sell |
9,900
-1,000
| -9% | -$23.2K | 0.12% | 178 |
|
|
2017
Q1 | $239K | Buy |
+10,900
| New | +$224K | 0.12% | 177 |
|
Other funds holding AVGO
VCM
VPM
Holderness Investments Company's AVGO Position: Q1 2026 in Review
Holderness Investments Company increased its Broadcom (AVGO) stake by 0.35% in Q1 2026, buying an estimated $45.7K and bringing the position to 40,074 shares worth $12.4M. The position accounts for 2.49% of the portfolio, ranked #8.
Holderness Investments Company first reported a position in AVGO in Q1 2017 and has held it in 37 quarters since. The position peaked at $13.8M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Holderness Investments Company held 40,074 shares of Broadcom worth $12.4M as of Q1 2026.
- Holderness Investments Company bought 139 Broadcom shares in Q1 2026, an estimated $45.7K.
- Broadcom made up 2.49% of Holderness Investments Company's portfolio in Q1 2026, its #8 holding.
- Holderness Investments Company first reported a position in Broadcom in Q1 2017 and has held it in 37 quarters since.
- Holderness Investments Company's Broadcom position peaked at $13.8M in Q4 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.