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Morton Community Bank’s Broadcom AVGO Stock Holding History

Morton Community Bank’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 		$10.3M Sell
27,262
-615
-2% -$247K 2.1% 4
2026
Q1 		$8.63M Sell
27,877
-480
-2% -$158K 1.88% 4
2025
Q4 		$9.39M Sell
28,357
-1,650
-5% -$590K 2.03% 4
2025
Q3 		$11.1M Sell
30,007
-2,835
-9% -$870K 2.57% 3
2025
Q2 		$9.05M Sell
32,842
-2,170
-6% -$471K 2.25% 3
2025
Q1 		$5.86M Sell
35,012
-4,055
-10% -$858K 1.53% 4
2024
Q4 		$9.06M Sell
39,067
-1,575
-4% -$291K 2.39% 3
2024
Q3 		$7.01M Sell
40,642
-1,308
-3% -$210K 1.83% 3
2024
Q2 		$6.74M Sell
41,950
-2,100
-5% -$294K 1.9% 3
2024
Q1 		$5.84M Sell
44,050
-4,740
-10% -$587K 1.68% 4
2023
Q4 		$5.45M Buy
+48,790
New +$4.62M 1.78% 4

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morton Community Bank's AVGO Position: Q2 2026 in Review

Morton Community Bank reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $247K and leaving 27,262 shares worth $10.3M. The position accounts for 2.1% of the portfolio, ranked #4.

Morton Community Bank first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Morton Community Bank held 27,262 shares of Broadcom worth $10.3M as of Q2 2026.
  • Morton Community Bank sold 615 Broadcom shares in Q2 2026, an estimated $247K.
  • Broadcom made up 2.1% of Morton Community Bank's portfolio in Q2 2026, its #4 holding.
  • Morton Community Bank first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Broadcom position peaked at $11.1M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.