Johnson Investment Counsel’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 | $152M | Buy |
402,688
+49,862
| +14% | +$20M | 1.11% | 21 |
|
|
2026
Q1 | $109M | Buy |
352,826
+183,922
| +109% | +$60.5M | 0.88% | 31 |
|
|
2025
Q4 | $58.5M | Buy |
168,904
+10,405
| +7% | +$3.72M | 0.48% | 61 |
|
|
2025
Q3 | $52.3M | Buy |
158,499
+9,163
| +6% | +$2.81M | 0.44% | 66 |
|
|
2025
Q2 | $41.2M | Buy |
149,336
+5,879
| +4% | +$1.28M | 0.37% | 73 |
|
|
2025
Q1 | $24M | Buy |
143,457
+3,357
| +2% | +$710K | 0.23% | 88 |
|
|
2024
Q4 | $32.5M | Buy |
140,100
+3,317
| +2% | +$614K | 0.32% | 76 |
|
|
2024
Q3 | $23.6M | Buy |
136,783
+673
| +0.5% | +$108K | 0.23% | 87 |
|
|
2024
Q2 | $21.9M | Sell |
136,110
-700
| -0.5% | -$98.1K | 0.23% | 86 |
|
|
2024
Q1 | $18.1M | Sell |
136,810
-14,950
| -10% | -$1.85M | 0.2% | 90 |
|
|
2023
Q4 | $16.9M | Sell |
151,760
-400
| -0.3% | -$37.9K | 0.2% | 85 |
|
|
2023
Q3 | $12.6M | Buy |
152,160
+10,690
| +8% | +$927K | 0.16% | 95 |
|
|
2023
Q2 | $12.3M | Sell |
141,470
-22,470
| -14% | -$1.6M | 0.15% | 91 |
|
|
2023
Q1 | $10.5M | Buy |
163,940
+2,740
| +2% | +$165K | 0.14% | 95 |
|
|
2022
Q4 | $9.01M | Buy |
161,200
+300
| +0.2% | +$15K | 0.12% | 108 |
|
|
2022
Q3 | $7.14M | Sell |
160,900
-47,080
| -23% | -$2.41M | 0.11% | 115 |
|
|
2022
Q2 | $10.1M | Sell |
207,980
-9,290
| -4% | -$521K | 0.14% | 95 |
|
|
2022
Q1 | $13.7M | Buy |
217,270
+12,160
| +6% | +$722K | 0.17% | 91 |
|
|
2021
Q4 | $13.6M | Buy |
205,110
+3,900
| +2% | +$219K | 0.17% | 91 |
|
|
2021
Q3 | $9.76M | Buy |
201,210
+2,420
| +1% | +$118K | 0.13% | 104 |
|
|
2021
Q2 | $9.48M | Sell |
198,790
-6,220
| -3% | -$288K | 0.13% | 102 |
|
|
2021
Q1 | $9.51M | Buy |
205,010
+8,270
| +4% | +$382K | 0.14% | 100 |
|
|
2020
Q4 | $8.61M | Buy |
196,740
+7,570
| +4% | +$295K | 0.14% | 94 |
|
|
2020
Q3 | $6.89M | Buy |
189,170
+2,740
| +1% | +$91.8K | 0.13% | 103 |
|
|
2020
Q2 | $5.88M | Buy |
186,430
+111,110
| +148% | +$3.11M | 0.12% | 107 |
|
|
2020
Q1 | $1.79M | Sell |
75,320
-9,940
| -12% | -$280K | 0.04% | 188 |
|
|
2019
Q4 | $2.69M | Sell |
85,260
-13,890
| -14% | -$422K | 0.05% | 176 |
|
|
2019
Q3 | $2.76M | Sell |
99,150
-18,210
| -16% | -$518K | 0.06% | 168 |
|
|
2019
Q2 | $3.38M | Sell |
117,360
-8,310
| -7% | -$242K | 0.07% | 154 |
|
|
2019
Q1 | $3.78M | Sell |
125,670
-17,340
| -12% | -$470K | 0.08% | 149 |
|
|
2018
Q4 | $3.64M | Sell |
143,010
-6,280
| -4% | -$148K | 0.09% | 143 |
|
|
2018
Q3 | $3.68M | Buy |
+149,290
| New | +$3.35M | 0.08% | 148 |
|
|
2018
Q1 | – | Sell |
-190,360
| Closed | -$4.89M | – | 610 |
|
|
2017
Q4 | $4.89M | Sell |
190,360
-3,400
| -2% | -$88.4K | 0.12% | 118 |
|
|
2017
Q3 | $4.7M | Buy |
193,760
+90
| +0% | +$2.23K | 0.12% | 119 |
|
|
2017
Q2 | $4.51M | Sell |
193,670
-19,120
| -9% | -$444K | 0.13% | 114 |
|
|
2017
Q1 | $4.66M | Sell |
212,790
-11,720
| -5% | -$241K | 0.13% | 113 |
|
|
2016
Q4 | $3.97M | Buy |
224,510
+9,480
| +4% | +$164K | 0.12% | 120 |
|
|
2016
Q3 | $3.71M | Sell |
215,030
-33,810
| -14% | -$565K | 0.12% | 127 |
|
|
2016
Q2 | $3.87M | Buy |
+248,840
| New | +$3.79M | 0.13% | 120 |
|
|
2016
Q1 | – | Sell |
-231,040
| Closed | -$3.35M | – | 548 |
|
|
2015
Q4 | $3.35M | Buy |
231,040
+54,700
| +31% | +$711K | 0.12% | 129 |
|
|
2015
Q3 | $2.2M | Buy |
+176,340
| New | +$2.23M | 0.08% | 155 |
|
Other funds holding AVGO
Johnson Investment Counsel's AVGO Position: Q2 2026 in Review
Johnson Investment Counsel increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $20M and bringing the position to 402,688 shares worth $152M. The position accounts for 1.11% of the portfolio, ranked #21.
Johnson Investment Counsel first reported a position in AVGO in Q3 2015 and has held it in 41 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Johnson Investment Counsel held 402,688 shares of Broadcom worth $152M as of Q2 2026.
- Johnson Investment Counsel bought 49,862 Broadcom shares in Q2 2026, an estimated $20M.
- Broadcom made up 1.11% of Johnson Investment Counsel's portfolio in Q2 2026, its #21 holding.
- Johnson Investment Counsel first reported a position in Broadcom in Q3 2015 and has held it in 41 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.