Wallington 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
$609K Hold
1,612
0.07% 49
2026
Q1
$499K Sell
1,612
-1,975
-55% -$650K 0.07% 52
2025
Q4
$1.24M Sell
3,587
-30
-0.8% -$10.7K 0.16% 45
2025
Q3
$1.19M Buy
3,617
+113
+3% +$34.7K 0.15% 46
2025
Q2
$966K Buy
3,504
+102
+3% +$22.1K 0.14% 47
2025
Q1
$570K Buy
3,402
+42
+1% +$8.89K 0.08% 66
2024
Q4
$779K Hold
3,360
0.11% 60
2024
Q3
$580K Buy
3,360
+2,030
+153% +$325K 0.08% 68
2024
Q2
$214K Buy
+1,330
New +$186K 0.03% 80
2021
Q4
Sell
-20
Closed -$1K 78
2021
Q3
$1K Buy
+20
New +$973 ﹤0.01% 73

Other funds holding AVGO

Wallington Asset Management's AVGO Position: Q2 2026 in Review

Wallington Asset Management held its Broadcom (AVGO) position steady in Q2 2026 at 1,612 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #49.

Wallington Asset Management first reported a position in AVGO in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.24M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wallington Asset Management held 1,612 shares of Broadcom worth $609K as of Q2 2026.
  • Wallington Asset Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.07% of Wallington Asset Management's portfolio in Q2 2026, its #49 holding.
  • Wallington Asset Management first reported a position in Broadcom in Q3 2021 and has held it in 10 quarters since.
  • Wallington Asset Management's Broadcom position peaked at $1.24M in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wallington Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.