Whitford Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-43
Closed -$11.9K 23
2025
Q2
$11.9K Buy
+43
New +$9.34K 0.01% 16

Other funds holding AVGO

Whitford Management's AVGO Position: Q1 2026 in Review

Whitford Management increased its Broadcom (AVGO) stake by 60% in Q1 2026, buying an estimated $896K and bringing the position to 7,289 shares worth $2.26M. The position accounts for 2.3% of the portfolio, ranked #13.

Whitford Management first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.1M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Whitford Management held 7,289 shares of Broadcom worth $2.26M as of Q1 2026.
  • Whitford Management bought 2,724 Broadcom shares in Q1 2026, an estimated $896K.
  • Broadcom made up 2.3% of Whitford Management's portfolio in Q1 2026, its #13 holding.
  • Whitford Management first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • Whitford Management's Broadcom position peaked at $9.1M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Whitford Management's 13F filing for Q1 2026, filed 15 May 2026.