Middleton & Co’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 | $39.8M | Sell |
128,645
-679
| -0.5% | -$223K | 4.54% | 4 |
|
|
2025
Q4 | $44.8M | Sell |
129,324
-5,524
| -4% | -$1.98M | 4.75% | 4 |
|
|
2025
Q3 | $44.5M | Sell |
134,848
-2,508
| -2% | -$769K | 4.81% | 4 |
|
|
2025
Q2 | $37.9M | Sell |
137,356
-5,929
| -4% | -$1.29M | 4.25% | 4 |
|
|
2025
Q1 | $24M | Sell |
143,285
-7,776
| -5% | -$1.65M | 2.8% | 7 |
|
|
2024
Q4 | $35M | Sell |
151,061
-764
| -0.5% | -$141K | 3.87% | 4 |
|
|
2024
Q3 | $26.2M | Buy |
151,825
+8,665
| +6% | +$1.39M | 2.89% | 5 |
|
|
2024
Q2 | $23M | Sell |
143,160
-8,300
| -5% | -$1.16M | 2.67% | 7 |
|
|
2024
Q1 | $20.1M | Sell |
151,460
-4,610
| -3% | -$571K | 2.32% | 9 |
|
|
2023
Q4 | $17.4M | Sell |
156,070
-2,920
| -2% | -$276K | 2.17% | 9 |
|
|
2023
Q3 | $13.2M | Buy |
158,990
+3,000
| +2% | +$260K | 1.82% | 16 |
|
|
2023
Q2 | $13.5M | Buy |
155,990
+6,050
| +4% | +$431K | 1.79% | 14 |
|
|
2023
Q1 | $9.62M | Buy |
149,940
+3,000
| +2% | +$180K | 1.38% | 26 |
|
|
2022
Q4 | $8.22M | Buy |
146,940
+1,110
| +0.8% | +$55.7K | 1.22% | 30 |
|
|
2022
Q3 | $6.47M | Sell |
145,830
-14,630
| -9% | -$747K | 0.99% | 37 |
|
|
2022
Q2 | $7.79M | Buy |
160,460
+7,330
| +5% | +$411K | 1% | 36 |
|
|
2022
Q1 | $9.64M | Buy |
153,130
+13,980
| +10% | +$830K | 1.03% | 33 |
|
|
2021
Q4 | $9.26M | Buy |
139,150
+65,710
| +89% | +$3.69M | 0.9% | 40 |
|
|
2021
Q3 | $3.56M | Sell |
73,440
-1,000
| -1% | -$48.6K | 0.38% | 64 |
|
|
2021
Q2 | $3.55M | Buy |
74,440
+440
| +0.6% | +$20.4K | 0.38% | 65 |
|
|
2021
Q1 | $3.43M | Sell |
74,000
-180
| -0.2% | -$8.32K | 0.39% | 64 |
|
|
2020
Q4 | $3.25M | Hold |
74,180
| – | – | 0.38% | 63 |
|
|
2020
Q3 | $2.7M | Sell |
74,180
-20
| -0% | -$670 | 0.36% | 65 |
|
|
2020
Q2 | $2.34M | Sell |
74,200
-500
| -0.7% | -$14K | 0.34% | 70 |
|
|
2020
Q1 | $1.77M | Buy |
74,700
+4,500
| +6% | +$127K | 0.31% | 72 |
|
|
2019
Q4 | $2.22M | Sell |
70,200
-1,020
| -1% | -$31K | 0.32% | 73 |
|
|
2019
Q3 | $1.97M | Sell |
71,220
-90
| -0.1% | -$2.56K | 0.3% | 72 |
|
|
2019
Q2 | $2.05M | Sell |
71,310
-880
| -1% | -$25.6K | 0.32% | 71 |
|
|
2019
Q1 | $2.17M | Sell |
72,190
-5,020
| -7% | -$136K | 0.35% | 70 |
|
|
2018
Q4 | $1.96M | Sell |
77,210
-20,300
| -21% | -$479K | 0.36% | 67 |
|
|
2018
Q3 | $2.41M | Hold |
97,510
| – | – | 0.38% | 68 |
|
|
2018
Q2 | $2.37M | Buy |
97,510
+2,930
| +3% | +$71.8K | 0.4% | 67 |
|
|
2018
Q1 | $2.23M | Sell |
94,580
-9,380
| -9% | -$236K | 0.4% | 66 |
|
|
2017
Q4 | $2.67M | Sell |
103,960
-35,750
| -26% | -$929K | 0.45% | 66 |
|
|
2017
Q3 | $3.39M | Buy |
139,710
+124,680
| +830% | +$3.08M | 0.61% | 55 |
|
|
2017
Q2 | $350K | Hold |
15,030
| – | – | 0.07% | 120 |
|
|
2017
Q1 | $329K | Hold |
15,030
| – | – | 0.07% | 128 |
|
|
2016
Q4 | $266K | Sell |
15,030
-2,000
| -12% | -$34.6K | 0.06% | 139 |
|
|
2016
Q3 | $294K | Buy |
17,030
+780
| +5% | +$13K | 0.07% | 137 |
|
|
2016
Q2 | $253K | Sell |
16,250
-1,000
| -6% | -$15.2K | 0.06% | 142 |
|
|
2016
Q1 | $267K | Sell |
17,250
-1,500
| -8% | -$20.3K | 0.06% | 138 |
|
|
2015
Q4 | $272K | Buy |
+18,750
| New | +$244K | 0.06% | 144 |
|
Other funds holding AVGO
VCM
VPM
Middleton & Co's AVGO Position: Q1 2026 in Review
Middleton & Co reduced its Broadcom (AVGO) stake by 0.53% in Q1 2026, selling an estimated $223K and leaving 128,645 shares worth $39.8M. The position accounts for 4.54% of the portfolio, ranked #4.
Middleton & Co first reported a position in AVGO in Q4 2015 and has held it in 42 quarters since. The position peaked at $44.8M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Middleton & Co held 128,645 shares of Broadcom worth $39.8M as of Q1 2026.
- Middleton & Co sold 679 Broadcom shares in Q1 2026, an estimated $223K.
- Broadcom made up 4.54% of Middleton & Co's portfolio in Q1 2026, its #4 holding.
- Middleton & Co first reported a position in Broadcom in Q4 2015 and has held it in 42 quarters since.
- Middleton & Co's Broadcom position peaked at $44.8M in Q4 2025.
- 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.