Welch & Forbes’s Broadcom AVGO Stock Holding History

Welch & Forbes’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	$99.4M	Buy	263,007 +21,566	+9%	+$8.65M	1.21%	24
2026 Q1	$74.7M	Buy	241,441 +11,865	+5%	+$3.9M	0.97%	30
2025 Q4	$79.5M	Buy	229,576 +17,706	+8%	+$6.33M	0.96%	29
2025 Q3	$69.9M	Buy	211,870 +6,979	+3%	+$2.14M	0.84%	35
2025 Q2	$56.5M	Buy	204,891 +30,733	+18%	+$6.67M	0.71%	42
2025 Q1	$29.2M	Buy	174,158 +32,685	+23%	+$6.92M	0.38%	67
2024 Q4	$32.8M	Buy	141,473 +27,933	+25%	+$5.17M	0.42%	64
2024 Q3	$19.6M	Buy	113,540 +51,830	+84%	+$8.31M	0.25%	81
2024 Q2	$10.6M	Buy	61,710 +29,520	+92%	+$4.14M	0.14%	93
2024 Q1	$4.27M	Sell	32,190 -80	-0.2%	-$9.91K	0.06%	136
2023 Q4	$3.6M	Sell	32,270 -1,040	-3%	-$98.5K	0.05%	142
2023 Q3	$2.77M	Buy	33,310 +1,430	+4%	+$124K	0.05%	156
2023 Q2	$2.77M	Buy	31,880 +190	+0.6%	+$13.6K	0.04%	160
2023 Q1	$2.03M	Sell	31,690 -450	-1%	-$27.1K	0.03%	176
2022 Q4	$1.8M	Buy	32,140 +960	+3%	+$48.1K	0.03%	180
2022 Q3	$1.38M	Buy	31,180 +610	+2%	+$31.2K	0.03%	195
2022 Q2	$1.49M	Sell	30,570 -790	-3%	-$44.3K	0.03%	194
2022 Q1	$1.98M	Sell	31,360 -530	-2%	-$31.5K	0.03%	182
2021 Q4	$2.12M	Sell	31,890 -60	-0.2%	-$3.37K	0.03%	179
2021 Q3	$1.55M	Hold	31,950	–	–	0.03%	195
2021 Q2	$1.52M	Hold	31,950	–	–	0.03%	195
2021 Q1	$1.48M	Buy	31,950 +200	+0.6%	+$9.25K	0.03%	185
2020 Q4	$1.39M	Hold	31,750	–	–	0.03%	190
2020 Q3	$1.16M	Sell	31,750 -180	-0.6%	-$6.03K	0.02%	189
2020 Q2	$1.01M	Buy	31,930 +1,930	+6%	+$54K	0.02%	190
2020 Q1	$712K	Hold	30,000	–	–	0.02%	205
2019 Q4	$948K	Sell	30,000 -520	-2%	-$15.8K	0.02%	208
2019 Q3	$843K	Sell	30,520 -3,270	-10%	-$93K	0.02%	215
2019 Q2	$972K	Sell	33,790 -30	-0.1%	-$874	0.02%	208
2019 Q1	$1.02M	Sell	33,820 -4,970	-13%	-$135K	0.03%	203
2018 Q4	$986K	Sell	38,790 -11,980	-24%	-$283K	0.03%	196
2018 Q3	$1.25M	Sell	50,770 -5,000	-9%	-$112K	0.03%	190
2018 Q2	$1.35M	Sell	55,770 -810	-1%	-$19.9K	0.04%	183
2018 Q1	$1.33M	Buy	+56,580	New	+$1.42M	0.03%	185
2017 Q4	–	Sell	-57,210	Closed	-$1.39M	–	344
2017 Q3	$1.39M	Buy	+57,210	New	+$1.41M	0.04%	180
2016 Q4	–	Sell	-49,660	Closed	-$857K	–	344
2016 Q3	$857K	Buy	+49,660	New	+$831K	0.03%	175
2016 Q2	–	Sell	-50,080	Closed	-$774K	–	339
2016 Q1	$774K	Buy	+50,080	New	+$677K	0.02%	209
2015 Q4	–	Sell	-47,620	Closed	-$595K	–	330
2015 Q3	$595K	Buy	+47,620	New	+$602K	0.02%	228

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Welch & Forbes's AVGO Position: Q2 2026 in Review

Welch & Forbes increased its Broadcom (AVGO) stake by 8.9% in Q2 2026, buying an estimated $8.65M and bringing the position to 263,007 shares worth $99.4M. The position accounts for 1.21% of the portfolio, ranked #24.

Welch & Forbes first reported a position in AVGO in Q3 2015 and has held it in 38 quarters since. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Welch & Forbes held 263,007 shares of Broadcom worth $99.4M as of Q2 2026.
Welch & Forbes bought 21,566 Broadcom shares in Q2 2026, an estimated $8.65M.
Broadcom made up 1.21% of Welch & Forbes's portfolio in Q2 2026, its #24 holding.
Welch & Forbes first reported a position in Broadcom in Q3 2015 and has held it in 38 quarters since.
4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.