Todd Asset Management’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 | $75.4M | Sell |
199,669
-19,655
| -9% | -$7.88M | 1.34% | 18 |
|
|
2026
Q1 | $67.9M | Buy |
219,324
+20,291
| +10% | +$6.68M | 1.33% | 18 |
|
|
2025
Q4 | $68.9M | Sell |
199,033
-312
| -0.2% | -$112K | 1.34% | 17 |
|
|
2025
Q3 | $65.8M | Sell |
199,345
-46,461
| -19% | -$14.3M | 1.33% | 13 |
|
|
2025
Q2 | $67.8M | Sell |
245,806
-2,347
| -0.9% | -$510K | 1.46% | 9 |
|
|
2025
Q1 | $41.5M | Buy |
248,153
+85
| +0% | +$18K | 0.98% | 38 |
|
|
2024
Q4 | $57.5M | Sell |
248,068
-44,732
| -15% | -$8.27M | 1.38% | 16 |
|
|
2024
Q3 | $50.5M | Sell |
292,800
-215,910
| -42% | -$34.6M | 1.18% | 18 |
|
|
2024
Q2 | $81.7M | Sell |
508,710
-95,800
| -16% | -$13.4M | 1.7% | 2 |
|
|
2024
Q1 | $80.1M | Sell |
604,510
-193,140
| -24% | -$23.9M | 1.64% | 3 |
|
|
2023
Q4 | $89M | Buy |
797,650
+166,080
| +26% | +$15.7M | 1.96% | 2 |
|
|
2023
Q3 | $52.5M | Sell |
631,570
-5,610
| -0.9% | -$486K | 1.24% | 11 |
|
|
2023
Q2 | $55.3M | Sell |
637,180
-177,170
| -22% | -$12.6M | 1.29% | 11 |
|
|
2023
Q1 | $52.2M | Buy |
814,350
+680
| +0.1% | +$40.9K | 1.26% | 9 |
|
|
2022
Q4 | $45.5M | Sell |
813,670
-2,450
| -0.3% | -$123K | 1.11% | 18 |
|
|
2022
Q3 | $36.2M | Sell |
816,120
-8,580
| -1% | -$438K | 1.01% | 22 |
|
|
2022
Q2 | $40.1M | Buy |
824,700
+74,970
| +10% | +$4.21M | 1.03% | 18 |
|
|
2022
Q1 | $47.2M | Sell |
749,730
-71,870
| -9% | -$4.27M | 1.04% | 20 |
|
|
2021
Q4 | $54.7M | Sell |
821,600
-136,670
| -14% | -$7.68M | 1.17% | 14 |
|
|
2021
Q3 | $46.5M | Sell |
958,270
-9,630
| -1% | -$468K | 1.07% | 24 |
|
|
2021
Q2 | $46.2M | Sell |
967,900
-2,960
| -0.3% | -$137K | 1.04% | 21 |
|
|
2021
Q1 | $45M | Sell |
970,860
-3,260
| -0.3% | -$151K | 1.06% | 17 |
|
|
2020
Q4 | $42.7M | Sell |
974,120
-63,720
| -6% | -$2.48M | 1.09% | 17 |
|
|
2020
Q3 | $37.8M | Sell |
1,037,840
-10,550
| -1% | -$353K | 1.13% | 15 |
|
|
2020
Q2 | $33.1M | Sell |
1,048,390
-87,800
| -8% | -$2.46M | 1.05% | 16 |
|
|
2020
Q1 | $26.9M | Sell |
1,136,190
-139,550
| -11% | -$3.93M | 1.03% | 23 |
|
|
2019
Q4 | $40.3M | Buy |
1,275,740
+256,720
| +25% | +$7.79M | 1% | 22 |
|
|
2019
Q3 | $28.1M | Buy |
1,019,020
+123,100
| +14% | +$3.5M | 0.77% | 39 |
|
|
2019
Q2 | $25.8M | Buy |
895,920
+293,940
| +49% | +$8.57M | 0.71% | 48 |
|
|
2019
Q1 | $18.1M | Buy |
+601,980
| New | +$16.3M | 0.51% | 76 |
|
|
2018
Q1 | – | Sell |
-1,605,160
| Closed | -$41.2M | – | 218 |
|
|
2017
Q4 | $41.2M | Sell |
1,605,160
-174,940
| -10% | -$4.55M | 1.11% | 23 |
|
|
2017
Q3 | $43.2M | Buy |
1,780,100
+675,370
| +61% | +$16.7M | 1.2% | 16 |
|
|
2017
Q2 | $25.7M | Sell |
1,104,730
-880
| -0.1% | -$20.4K | 0.73% | 44 |
|
|
2017
Q1 | $24.2M | Sell |
1,105,610
-1,231,740
| -53% | -$25.4M | 0.7% | 43 |
|
|
2016
Q4 | $41.3M | Sell |
2,337,350
-47,360
| -2% | -$820K | 1.24% | 15 |
|
|
2016
Q3 | $41.1M | Sell |
2,384,710
-58,660
| -2% | -$981K | 1.24% | 15 |
|
|
2016
Q2 | $38M | Buy |
2,443,370
+329,900
| +16% | +$5.02M | 1.21% | 17 |
|
|
2016
Q1 | $32.7M | Sell |
2,113,470
-297,190
| -12% | -$4.02M | 0.97% | 32 |
|
|
2015
Q4 | $35M | Buy |
2,410,660
+897,320
| +59% | +$11.7M | 1.06% | 30 |
|
|
2015
Q3 | $18.9M | Buy |
1,513,340
+153,010
| +11% | +$1.93M | 0.59% | 56 |
|
|
2015
Q2 | $18.1M | Sell |
1,360,330
-161,320
| -11% | -$2.11M | 0.49% | 63 |
|
|
2015
Q1 | $19.3M | Sell |
1,521,650
-231,710
| -13% | -$2.66M | 0.54% | 55 |
|
|
2014
Q4 | $17.6M | Buy |
1,753,360
+8,600
| +0.5% | +$76.8K | 0.49% | 63 |
|
|
2014
Q3 | $15.2M | Sell |
1,744,760
-791,030
| -31% | -$6.18M | 0.44% | 76 |
|
|
2014
Q2 | $18.3M | Sell |
2,535,790
-300,230
| -11% | -$2.02M | 0.52% | 61 |
|
|
2014
Q1 | $18.3M | Sell |
2,836,020
-620,620
| -18% | -$3.64M | 0.53% | 63 |
|
|
2013
Q4 | $18.3M | Buy |
3,456,640
+24,280
| +0.7% | +$112K | 0.53% | 65 |
|
|
2013
Q3 | $14.8M | Buy |
3,432,360
+2,030
| +0.1% | +$7.8K | 0.45% | 70 |
|
|
2013
Q2 | $12.8M | Buy |
+3,430,330
| New | +$12M | 0.42% | 77 |
|
Other funds holding AVGO
Todd Asset Management's AVGO Position: Q2 2026 in Review
Todd Asset Management reduced its Broadcom (AVGO) stake by 9% in Q2 2026, selling an estimated $7.88M and leaving 199,669 shares worth $75.4M. The position accounts for 1.34% of the portfolio, ranked #18.
Todd Asset Management first reported a position in AVGO in Q2 2013 and has held it in 49 quarters since. The position peaked at $89M in Q4 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Todd Asset Management held 199,669 shares of Broadcom worth $75.4M as of Q2 2026.
- Todd Asset Management sold 19,655 Broadcom shares in Q2 2026, an estimated $7.88M.
- Broadcom made up 1.34% of Todd Asset Management's portfolio in Q2 2026, its #18 holding.
- Todd Asset Management first reported a position in Broadcom in Q2 2013 and has held it in 49 quarters since.
- Todd Asset Management's Broadcom position peaked at $89M in Q4 2023.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.