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Klingenstein Fields & Co’s Broadcom AVGO Stock Holding History

Klingenstein Fields & 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
Q1 		$159M Sell
513,515
-3,206
-0.6% -$1.05M 6.26% 1
2025
Q4 		$179M Sell
516,721
-8,199
-2% -$2.93M 6.71% 1
2025
Q3 		$173M Sell
524,920
-92,720
-15% -$28.4M 6.54% 1
2025
Q2 		$170M Sell
617,640
-34,105
-5% -$7.41M 6.74% 1
2025
Q1 		$109M Sell
651,745
-13,372
-2% -$2.83M 4.64% 2
2024
Q4 		$154M Sell
665,117
-45,826
-6% -$8.48M 6.22% 1
2024
Q3 		$123M Sell
710,943
-8,927
-1% -$1.43M 4.88% 1
2024
Q2 		$116M Sell
719,870
-19,350
-3% -$2.71M 4.79% 1
2024
Q1 		$98M Sell
739,220
-63,800
-8% -$7.9M 4.07% 2
2023
Q4 		$89.6M Sell
803,020
-18,480
-2% -$1.75M 4% 2
2023
Q3 		$68.2M Sell
821,500
-19,830
-2% -$1.72M 3.33% 5
2023
Q2 		$73M Sell
841,330
-19,510
-2% -$1.39M 3.37% 5
2023
Q1 		$55.2M Sell
860,840
-17,520
-2% -$1.05M 2.76% 8
2022
Q4 		$49.1M Sell
878,360
-16,800
-2% -$842K 2.55% 7
2022
Q3 		$39.7M Sell
895,160
-5,430
-0.6% -$277K 2.19% 12
2022
Q2 		$43.8M Sell
900,590
-700
-0.1% -$39.3K 2.28% 11
2022
Q1 		$56.8M Sell
901,290
-15,210
-2% -$903K 2.43% 10
2021
Q4 		$61M Sell
916,500
-20,210
-2% -$1.14M 2.45% 9
2021
Q3 		$45.4M Sell
936,710
-13,070
-1% -$636K 1.94% 15
2021
Q2 		$45.3M Sell
949,780
-4,890
-0.5% -$227K 1.87% 13
2021
Q1 		$44.3M Sell
954,670
-24,090
-2% -$1.11M 2% 13
2020
Q4 		$42.9M Buy
978,760
+1,350
+0.1% +$52.6K 1.94% 13
2020
Q3 		$35.6M Buy
977,410
+3,060
+0.3% +$102K 1.78% 15
2020
Q2 		$30.8M Sell
974,350
-2,230
-0.2% -$62.4K 1.68% 17
2020
Q1 		$23.2M Sell
976,580
-4,170
-0.4% -$117K 1.51% 18
2019
Q4 		$31M Sell
980,750
-23,460
-2% -$712K 1.56% 19
2019
Q3 		$27.7M Sell
1,004,210
-19,390
-2% -$551K 1.46% 23
2019
Q2 		$29.5M Buy
1,023,600
+5,070
+0.5% +$148K 1.53% 17
2019
Q1 		$30.6M Sell
1,018,530
-341,940
-25% -$9.27M 1.65% 15
2018
Q4 		$34.6M Sell
1,360,470
-7,120
-0.5% -$168K 1.47% 17
2018
Q3 		$33.7M Buy
1,367,590
+14,420
+1% +$323K 1.21% 25
2018
Q2 		$32.8M Buy
1,353,170
+41,720
+3% +$1.02M 1.25% 23
2018
Q1 		$30.9M Buy
1,311,450
+6,560
+0.5% +$165K 1.18% 28
2017
Q4 		$33.5M Buy
1,304,890
+1,980
+0.2% +$51.5K 1.23% 23
2017
Q3 		$31.6M Sell
1,302,910
-115,970
-8% -$2.87M 1.22% 24
2017
Q2 		$33.1M Sell
1,418,880
-4,690
-0.3% -$109K 1.3% 22
2017
Q1 		$31.2M Buy
1,423,570
+5,060
+0.4% +$104K 1.27% 22
2016
Q4 		$25.1M Buy
1,418,510
+299,930
+27% +$5.2M 1.1% 30
2016
Q3 		$19.3M Buy
1,118,580
+272,730
+32% +$4.56M 0.89% 43
2016
Q2 		$13.1M Buy
+845,850
New +$12.9M 0.61% 50

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Klingenstein Fields & Co's AVGO Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its Broadcom (AVGO) stake by 0.62% in Q1 2026, selling an estimated $1.05M and leaving 513,515 shares worth $159M. The position accounts for 6.26% of the portfolio, ranked #1.

Klingenstein Fields & Co first reported a position in AVGO in Q2 2016 and has held it in 40 quarters since. The position peaked at $179M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Klingenstein Fields & Co held 513,515 shares of Broadcom worth $159M as of Q1 2026.
  • Klingenstein Fields & Co sold 3,206 Broadcom shares in Q1 2026, an estimated $1.05M.
  • Broadcom made up 6.26% of Klingenstein Fields & Co's portfolio in Q1 2026, its #1 holding.
  • Klingenstein Fields & Co first reported a position in Broadcom in Q2 2016 and has held it in 40 quarters since.
  • Klingenstein Fields & Co's Broadcom position peaked at $179M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.