Wendell David Associates’s Broadcom AVGO Stock Holding History

Wendell David Associates’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 Q3	$479K	Hold	1,363	–	–	0.05%	121
2026 Q2	$515K	Hold	1,363	–	–	0.05%	120
2026 Q1	$422K	Sell	1,363 -51	-4%	-$16.8K	0.05%	126
2025 Q4	$489K	Buy	1,414 +67	+5%	+$24K	0.05%	115
2025 Q3	$444K	Buy	1,347 +11	+0.8%	+$3.38K	0.04%	126
2025 Q2	$368K	Hold	1,336	–	–	0.04%	134
2025 Q1	$224K	Hold	1,336	–	–	0.02%	144
2024 Q4	$310K	Hold	1,336	–	–	0.03%	138
2024 Q3	$230K	Sell	1,336 -4	-0.3%	-$641	0.02%	150
2024 Q2	$215K	Buy	+1,340	New	+$188K	0.02%	152

Other funds holding AVGO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wendell David Associates's AVGO Position: Q3 2026 in Review

Wendell David Associates held its Broadcom (AVGO) position steady in Q3 2026 at 1,363 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #121.

Wendell David Associates first reported a position in AVGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $515K in Q2 2026. 3,156 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Wendell David Associates held 1,363 shares of Broadcom worth $479K as of Q3 2026.
Wendell David Associates left its Broadcom share count unchanged in Q3 2026.
Broadcom made up 0.05% of Wendell David Associates's portfolio in Q3 2026, its #121 holding.
Wendell David Associates first reported a position in Broadcom in Q2 2024 and has held it in 10 quarters since.
Wendell David Associates's Broadcom position peaked at $515K in Q2 2026.
3,156 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Wendell David Associates's 13F filing for Q3 2026, filed 27 Oct 2026.