Private Trust Company’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
$16.6M Sell
43,931
-1,141
-3% -$457K 1.33% 7
2026
Q1
$14M Sell
45,072
-1,878
-4% -$618K 1.25% 8
2025
Q4
$16.2M Sell
46,950
-639
-1% -$229K 1.42% 7
2025
Q3
$15.7M Sell
47,589
-890
-2% -$273K 1.38% 8
2025
Q2
$13.4M Buy
48,479
+3,262
+7% +$708K 1.27% 6
2025
Q1
$7.57M Buy
45,217
+1,473
+3% +$312K 0.78% 16
2024
Q4
$10.1M Sell
43,744
-2,163
-5% -$400K 1.04% 8
2024
Q3
$7.92M Sell
45,907
-93
-0.2% -$14.9K 0.8% 14
2024
Q2
$7.39M Buy
46,000
+2,710
+6% +$380K 0.8% 13
2024
Q1
$5.74M Buy
43,290
+120
+0.3% +$14.9K 0.62% 27
2023
Q4
$4.82M Buy
43,170
+870
+2% +$82.4K 0.57% 31
2023
Q3
$3.51M Buy
42,300
+2,210
+6% +$192K 0.46% 34
2023
Q2
$3.48M Sell
40,090
-1,780
-4% -$127K 0.44% 39
2023
Q1
$2.69M Buy
41,870
+2,070
+5% +$125K 0.37% 57
2022
Q4
$2.23M Sell
39,800
-6,480
-14% -$325K 0.33% 65
2022
Q3
$2.06M Buy
46,280
+950
+2% +$48.5K 0.33% 61
2022
Q2
$2.2M Buy
45,330
+1,920
+4% +$108K 0.34% 58
2022
Q1
$2.73M Buy
43,410
+920
+2% +$54.6K 0.43% 63
2021
Q4
$2.83M Buy
42,490
+3,470
+9% +$195K 0.39% 72
2021
Q3
$1.89M Buy
39,020
+2,510
+7% +$122K 0.28% 103
2021
Q2
$1.74M Sell
36,510
-1,050
-3% -$48.7K 0.26% 104
2021
Q1
$1.74M Sell
37,560
-510
-1% -$23.6K 0.28% 99
2020
Q4
$1.67M Buy
38,070
+700
+2% +$27.3K 0.28% 95
2020
Q3
$1.36M Sell
37,370
-20
-0.1% -$670 0.26% 103
2020
Q2
$1.18M Buy
37,390
+3,430
+10% +$96K 0.25% 106
2020
Q1
$805K Buy
33,960
+13,740
+68% +$387K 0.21% 113
2019
Q4
$638K Sell
20,220
-6,580
-25% -$200K 0.12% 200
2019
Q3
$739K Buy
26,800
+4,490
+20% +$128K 0.15% 157
2019
Q2
$642K Buy
22,310
+6,930
+45% +$202K 0.13% 186
2019
Q1
$462K Buy
15,380
+2,180
+17% +$59.1K 0.1% 247
2018
Q4
$335K Sell
13,200
-10,140
-43% -$239K 0.08% 266
2018
Q3
$575K Sell
23,340
-1,490
-6% -$33.4K 0.12% 215
2018
Q2
$602K Sell
24,830
-1,990
-7% -$48.8K 0.13% 190
2018
Q1
$632K Sell
26,820
-2,250
-8% -$56.6K 0.14% 185
2017
Q4
$746K Sell
29,070
-3,250
-10% -$84.5K 0.16% 166
2017
Q3
$783K Buy
32,320
+12,550
+63% +$310K 0.17% 153
2017
Q2
$460K Buy
19,770
+130
+0.7% +$3.02K 0.1% 240
2017
Q1
$430K Buy
+19,640
New +$404K 0.1% 254
2014
Q4
Sell
-800
Closed -$7K 362
2014
Q3
$7K Buy
800
+590
+281% +$4.61K ﹤0.01% 1202
2014
Q2
$2K Sell
210
-440
-68% -$2.95K ﹤0.01% 1571
2014
Q1
$4K Sell
650
-90
-12% -$528 ﹤0.01% 1239
2013
Q4
$4K Buy
740
+300
+68% +$1.38K ﹤0.01% 1215
2013
Q3
$2K Hold
440
﹤0.01% 1388
2013
Q2
$2K Buy
+440
New +$1.53K ﹤0.01% 1312

Other funds holding AVGO

Private Trust Company's AVGO Position: Q2 2026 in Review

Private Trust Company reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $457K and leaving 43,931 shares worth $16.6M. The position accounts for 1.33% of the portfolio, ranked #7.

Private Trust Company first reported a position in AVGO in Q2 2013 and has held it in 44 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Private Trust Company held 43,931 shares of Broadcom worth $16.6M as of Q2 2026.
  • Private Trust Company sold 1,141 Broadcom shares in Q2 2026, an estimated $457K.
  • Broadcom made up 1.33% of Private Trust Company's portfolio in Q2 2026, its #7 holding.
  • Private Trust Company first reported a position in Broadcom in Q2 2013 and has held it in 44 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.