Smith Shellnut Wilson’s Broadcom AVGO Stock Holding History

Smith Shellnut Wilson’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
2025 Q3	$1.83M	Buy	5,537 +1,025	+23%	+$314K	0.7%	32
2025 Q2	$1.24M	Hold	4,512	–	–	0.54%	39
2025 Q1	$755K	Sell	4,512 -73	-2%	-$15.4K	0.35%	53
2024 Q4	$1.06M	Buy	4,585 +183	+4%	+$33.8K	0.47%	48
2024 Q3	$759K	Buy	4,402 +452	+11%	+$72.5K	0.34%	52
2024 Q2	$634K	Hold	3,950	–	–	0.31%	54
2024 Q1	$524K	Hold	3,950	–	–	0.28%	64
2023 Q4	$441K	Sell	3,950 -90	-2%	-$8.52K	0.25%	72
2023 Q3	$336K	Hold	4,040	–	–	0.21%	86
2023 Q2	$350K	Hold	4,040	–	–	0.2%	88
2023 Q1	$259K	Hold	4,040	–	–	0.16%	109
2022 Q4	$226K	Buy	+4,040	New	+$203K	0.14%	111
2022 Q2	–	Sell	-4,040	Closed	-$254K	–	128
2022 Q1	$254K	Hold	4,040	–	–	0.13%	124
2021 Q4	$269K	Buy	+4,040	New	+$227K	0.13%	133

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith Shellnut Wilson's AVGO Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Broadcom (AVGO) stake by 23% in Q3 2025, buying an estimated $314K and bringing the position to 5,537 shares worth $1.83M. The position accounts for 0.7% of the portfolio, ranked #32.

Smith Shellnut Wilson first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. 4,288 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

Smith Shellnut Wilson held 5,537 shares of Broadcom worth $1.83M as of Q3 2025.
Smith Shellnut Wilson bought 1,025 Broadcom shares in Q3 2025, an estimated $314K.
Broadcom made up 0.7% of Smith Shellnut Wilson's portfolio in Q3 2025, its #32 holding.
Smith Shellnut Wilson first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
4,288 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.