Mitchell McLeod Pugh & Williams’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 | $10.8M | Buy |
28,719
+1,044
| +4% | +$419K | 1.33% | 15 |
|
|
2026
Q1 | $8.57M | Sell |
27,675
-3
| -0% | -$987 | 1.26% | 17 |
|
|
2025
Q4 | $9.21M | Buy |
27,678
+928
| +3% | +$332K | 1.32% | 14 |
|
|
2025
Q3 | $9.98M | Sell |
26,750
-2,901
| -10% | -$890K | 1.6% | 10 |
|
|
2025
Q2 | $8.17M | Buy |
29,651
+948
| +3% | +$206K | 1.52% | 12 |
|
|
2025
Q1 | $4.81M | Buy |
28,703
+961
| +3% | +$203K | 0.99% | 18 |
|
|
2024
Q4 | $6.43M | Sell |
27,742
-2,774
| -9% | -$513K | 1.35% | 14 |
|
|
2024
Q3 | $5.26M | Sell |
30,516
-474
| -2% | -$76K | 1.1% | 18 |
|
|
2024
Q2 | $4.97M | Sell |
30,990
-2,040
| -6% | -$286K | 1.14% | 18 |
|
|
2024
Q1 | $4.38M | Sell |
33,030
-3,330
| -9% | -$413K | 1.05% | 20 |
|
|
2023
Q4 | $4.06M | Buy |
36,360
+1,480
| +4% | +$140K | 1.07% | 21 |
|
|
2023
Q3 | $2.9M | Sell |
34,880
-60
| -0.2% | -$5.2K | 0.85% | 27 |
|
|
2023
Q2 | $3.03M | Sell |
34,940
-290
| -0.8% | -$20.7K | 0.88% | 25 |
|
|
2023
Q1 | $2.26M | Sell |
35,230
-2,890
| -8% | -$174K | 0.7% | 33 |
|
|
2022
Q4 | $2.13M | Buy |
38,120
+2,020
| +6% | +$101K | 0.72% | 29 |
|
|
2022
Q3 | $1.6M | Buy |
36,100
+2,180
| +6% | +$111K | 0.62% | 43 |
|
|
2022
Q2 | $1.65M | Buy |
33,920
+90
| +0.3% | +$5.05K | 0.64% | 41 |
|
|
2022
Q1 | $2.13M | Sell |
33,830
-1,860
| -5% | -$110K | 0.71% | 34 |
|
|
2021
Q4 | $2.38M | Buy |
35,690
+160
| +0.5% | +$8.99K | 0.78% | 29 |
|
|
2021
Q3 | $1.72M | Buy |
35,530
+1,300
| +4% | +$63.2K | 0.64% | 42 |
|
|
2021
Q2 | $1.63M | Hold |
34,230
| – | – | 0.63% | 44 |
|
|
2021
Q1 | $1.59M | Buy |
34,230
+420
| +1% | +$19.4K | 0.66% | 42 |
|
|
2020
Q4 | $1.48M | Sell |
33,810
-40
| -0.1% | -$1.56K | 0.68% | 41 |
|
|
2020
Q3 | $1.23M | Buy |
33,850
+2,440
| +8% | +$81.7K | 0.63% | 44 |
|
|
2020
Q2 | $991K | Hold |
31,410
| – | – | 0.56% | 56 |
|
|
2020
Q1 | $745K | Buy |
31,410
+1,930
| +7% | +$54.4K | 0.58% | 58 |
|
|
2019
Q4 | $932K | Hold |
29,480
| – | – | 0.59% | 53 |
|
|
2019
Q3 | $814K | Hold |
29,480
| – | – | 0.55% | 62 |
|
|
2019
Q2 | $849K | Hold |
29,480
| – | – | 0.58% | 60 |
|
|
2019
Q1 | $886K | Buy |
29,480
+400
| +1% | +$10.8K | 0.62% | 56 |
|
|
2018
Q4 | $739K | Sell |
29,080
-130
| -0.4% | -$3.07K | 0.59% | 59 |
|
|
2018
Q3 | $721K | Buy |
29,210
+130
| +0.4% | +$2.92K | 0.49% | 70 |
|
|
2018
Q2 | $706K | Hold |
29,080
| – | – | 0.5% | 70 |
|
|
2018
Q1 | $685K | Hold |
29,080
| – | – | 0.49% | 70 |
|
|
2017
Q4 | $747K | Buy |
29,080
+2,600
| +10% | +$67.6K | 0.52% | 70 |
|
|
2017
Q3 | $642K | Sell |
26,480
-400
| -1% | -$9.89K | 0.47% | 79 |
|
|
2017
Q2 | $626K | Buy |
26,880
+900
| +3% | +$20.9K | 0.48% | 79 |
|
|
2017
Q1 | $569K | Buy |
25,980
+1,400
| +6% | +$28.8K | 0.45% | 80 |
|
|
2016
Q4 | $435K | Buy |
24,580
+4,130
| +20% | +$71.6K | 0.35% | 106 |
|
|
2016
Q3 | $353K | Hold |
20,450
| – | – | 0.31% | 113 |
|
|
2016
Q2 | $318K | Buy |
+20,450
| New | +$311K | 0.29% | 117 |
|
Other funds holding AVGO
Mitchell McLeod Pugh & Williams's AVGO Position: Q2 2026 in Review
Mitchell McLeod Pugh & Williams increased its Broadcom (AVGO) stake by 3.8% in Q2 2026, buying an estimated $419K and bringing the position to 28,719 shares worth $10.8M. The position accounts for 1.33% of the portfolio, ranked #15.
Mitchell McLeod Pugh & Williams first reported a position in AVGO in Q2 2016 and has held it in 41 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Mitchell McLeod Pugh & Williams held 28,719 shares of Broadcom worth $10.8M as of Q2 2026.
- Mitchell McLeod Pugh & Williams bought 1,044 Broadcom shares in Q2 2026, an estimated $419K.
- Broadcom made up 1.33% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #15 holding.
- Mitchell McLeod Pugh & Williams first reported a position in Broadcom in Q2 2016 and has held it in 41 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.