Loring Wolcott & Coolidge Fiduciary Advisors’s Broadcom AVGO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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. 2,466 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.
2,466 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.