Wellington Shields Capital 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 | $8.89M | Buy |
23,542
+5,591
| +31% | +$2.24M | 1.13% | 24 |
|
|
2026
Q1 | $5.56M | Sell |
17,951
-3,149
| -15% | -$1.04M | 0.83% | 27 |
|
|
2025
Q4 | $7.3M | Buy |
21,100
+282
| +1% | +$101K | 1.06% | 22 |
|
|
2025
Q3 | $6.87M | Buy |
20,818
+3
| +0% | +$920 | 1.04% | 21 |
|
|
2025
Q2 | $5.74M | Sell |
20,815
-1,911
| -8% | -$415K | 0.97% | 21 |
|
|
2025
Q1 | $3.8M | Sell |
22,726
-386
| -2% | -$81.7K | 0.69% | 34 |
|
|
2024
Q4 | $5.36M | Buy |
23,112
+53
| +0.2% | +$9.8K | 0.95% | 22 |
|
|
2024
Q3 | $3.98M | Buy |
23,059
+39
| +0.2% | +$6.25K | 0.69% | 31 |
|
|
2024
Q2 | $3.7M | Buy |
23,020
+300
| +1% | +$42K | 0.67% | 30 |
|
|
2024
Q1 | $3.01M | Hold |
22,720
| – | – | 0.57% | 43 |
|
|
2023
Q4 | $2.54M | Sell |
22,720
-390
| -2% | -$36.9K | 0.32% | 47 |
|
|
2023
Q3 | $1.92M | Buy |
23,110
+400
| +2% | +$34.7K | 0.25% | 59 |
|
|
2023
Q2 | $1.97M | Buy |
22,710
+10
| +0% | +$713 | 0.24% | 61 |
|
|
2023
Q1 | $1.46M | Buy |
22,700
+10
| +0% | +$602 | 0.18% | 77 |
|
|
2022
Q4 | $1.27M | Buy |
22,690
+10
| +0% | +$501 | 0.15% | 86 |
|
|
2022
Q3 | $1.01M | Buy |
22,680
+10
| +0% | +$511 | 0.24% | 98 |
|
|
2022
Q2 | $1.1M | Buy |
22,670
+470
| +2% | +$26.4K | 0.14% | 90 |
|
|
2022
Q1 | $1.4M | Buy |
22,200
+10
| +0% | +$594 | 0.15% | 91 |
|
|
2021
Q4 | $1.48M | Hold |
22,190
| – | – | 0.19% | 108 |
|
|
2021
Q3 | $1.08M | Buy |
22,190
+1,010
| +5% | +$49.1K | 0.15% | 117 |
|
|
2021
Q2 | $1.01M | Hold |
21,180
| – | – | 0.12% | 144 |
|
|
2021
Q1 | $982K | Buy |
21,180
+10
| +0% | +$462 | 0.09% | 148 |
|
|
2020
Q4 | $927K | Buy |
21,170
+2,010
| +10% | +$78.4K | 0.12% | 130 |
|
|
2020
Q3 | $698K | Hold |
19,160
| – | – | 0.11% | 124 |
|
|
2020
Q2 | $605K | Buy |
19,160
+5,750
| +43% | +$161K | 0.1% | 143 |
|
|
2020
Q1 | $318K | Buy |
13,410
+1,000
| +8% | +$28.2K | 0.06% | 177 |
|
|
2019
Q4 | $392K | Hold |
12,410
| – | – | 0.06% | 198 |
|
|
2019
Q3 | $343K | Hold |
12,410
| – | – | 0.06% | 209 |
|
|
2019
Q2 | $357K | Hold |
12,410
| – | – | 0.06% | 216 |
|
|
2019
Q1 | $373K | Hold |
12,410
| – | – | 0.06% | 211 |
|
|
2018
Q4 | $316K | Buy |
+12,410
| New | +$293K | 0.06% | 212 |
|
|
2016
Q2 | – | Sell |
-22,000
| Closed | -$340K | – | 315 |
|
|
2016
Q1 | $340K | Hold |
22,000
| – | – | 0.06% | 246 |
|
|
2015
Q4 | $319K | Hold |
22,000
| – | – | 0.05% | 251 |
|
|
2015
Q3 | $275K | Buy |
+22,000
| New | +$278K | 0.05% | 251 |
|
Other funds holding AVGO
Wellington Shields Capital Management's AVGO Position: Q2 2026 in Review
Wellington Shields Capital Management increased its Broadcom (AVGO) stake by 31% in Q2 2026, buying an estimated $2.24M and bringing the position to 23,542 shares worth $8.89M. The position accounts for 1.13% of the portfolio, ranked #24.
Wellington Shields Capital Management first reported a position in AVGO in Q3 2015 and has held it in 34 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Wellington Shields Capital Management held 23,542 shares of Broadcom worth $8.89M as of Q2 2026.
- Wellington Shields Capital Management bought 5,591 Broadcom shares in Q2 2026, an estimated $2.24M.
- Broadcom made up 1.13% of Wellington Shields Capital Management's portfolio in Q2 2026, its #24 holding.
- Wellington Shields Capital Management first reported a position in Broadcom in Q3 2015 and has held it in 34 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.