Loring Wolcott & Coolidge Fiduciary Advisors’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 | $26.9M | Buy |
71,156
+40,627
| +133% | +$16.3M | 0.26% | 57 |
|
|
2026
Q1 | $11.3M | Buy |
30,529
+3,056
| +11% | +$1.01M | 0.11% | 71 |
|
|
2025
Q4 | $9.14M | Sell |
27,473
-361
| -1% | -$129K | 0.08% | 75 |
|
|
2025
Q3 | $9.58M | Buy |
27,834
+5,794
| +26% | +$1.78M | 0.08% | 72 |
|
|
2025
Q2 | $6.08M | Hold |
22,040
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $3.9M | Buy |
22,040
+160
| +0.7% | +$33.9K | 0.04% | 96 |
|
|
2024
Q4 | $4.42M | Buy |
21,880
+884
| +4% | +$164K | 0.04% | 103 |
|
|
2024
Q3 | $3.6M | Sell |
20,996
-199,004
| -90% | -$31.9M | 0.03% | 110 |
|
|
2024
Q2 | $3.73M | Buy |
220,000
+198,670
| +931% | +$27.8M | 0.03% | 94 |
|
|
2024
Q1 | $2.61M | Sell |
21,330
-500
| -2% | -$62K | 0.03% | 101 |
|
|
2023
Q4 | $2.58M | Buy |
21,830
+320
| +1% | +$30.3K | 0.03% | 103 |
|
|
2023
Q3 | $1.87M | Buy |
21,510
+860
| +4% | +$74.5K | 0.02% | 119 |
|
|
2023
Q2 | $1.79M | Buy |
20,650
+70
| +0.3% | +$4.99K | 0.02% | 120 |
|
|
2023
Q1 | $1.32M | Sell |
20,580
-30
| -0.1% | -$1.8K | 0.02% | 136 |
|
|
2022
Q4 | $1.15M | Sell |
20,610
-140
| -0.7% | -$7.02K | 0.01% | 144 |
|
|
2022
Q3 | $921K | Sell |
20,750
-220
| -1% | -$11.2K | 0.01% | 152 |
|
|
2022
Q2 | $1.02M | Buy |
20,970
+820
| +4% | +$46K | 0.01% | 153 |
|
|
2022
Q1 | $1.27M | Buy |
20,150
+3,020
| +18% | +$179K | 0.01% | 144 |
|
|
2021
Q4 | $1.14M | Sell |
17,130
-70
| -0.4% | -$3.94K | 0.01% | 161 |
|
|
2021
Q3 | $834K | Sell |
17,200
-23,820
| -58% | -$1.16M | 0.01% | 179 |
|
|
2021
Q2 | $1.96M | Buy |
41,020
+8,070
| +24% | +$374K | 0.02% | 128 |
|
|
2021
Q1 | $1.53M | Buy |
32,950
+520
| +2% | +$24K | 0.02% | 134 |
|
|
2020
Q4 | $1.42M | Buy |
32,430
+24,380
| +303% | +$950K | 0.02% | 134 |
|
|
2020
Q3 | $293K | Hold |
8,050
| – | – | ﹤0.01% | 235 |
|
|
2020
Q2 | $254K | Hold |
8,050
| – | – | ﹤0.01% | 233 |
|
|
2020
Q1 | $191K | Sell |
8,050
-130
| -2% | -$3.66K | ﹤0.01% | 240 |
|
|
2019
Q4 | $259K | Hold |
8,180
| – | – | ﹤0.01% | 246 |
|
|
2019
Q3 | $226K | Buy |
8,180
+8,000
| +4,444% | +$227K | ﹤0.01% | 253 |
|
|
2019
Q2 | $5K | Hold |
180
| – | – | ﹤0.01% | 602 |
|
|
2019
Q1 | $5K | Buy |
180
+100
| +125% | +$2.71K | ﹤0.01% | 589 |
|
|
2018
Q4 | $2K | Buy |
+80
| New | +$1.89K | ﹤0.01% | 624 |
|
|
2017
Q4 | – | Sell |
-90
| Closed | -$2K | – | 746 |
|
|
2017
Q3 | $2K | Buy |
+90
| New | +$2.23K | ﹤0.01% | 633 |
|
Other funds holding AVGO
Loring Wolcott & Coolidge Fiduciary Advisors's AVGO Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Broadcom (AVGO) stake by 133% in Q2 2026, buying an estimated $16.3M and bringing the position to 71,156 shares worth $26.9M. The position accounts for 0.26% of the portfolio, ranked #57.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVGO in Q3 2017 and has held it in 32 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 71,156 shares of Broadcom worth $26.9M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 40,627 Broadcom shares in Q2 2026, an estimated $16.3M.
- Broadcom made up 0.26% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #57 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Broadcom in Q3 2017 and has held it in 32 quarters since.
- 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.