Whittier Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264M | Buy |
839,540
+44,514
| +6% | +$14.6M | 2.98% | 8 |
|
|
2025
Q4 | $273M | Buy |
795,026
+18,106
| +2% | +$6.47M | 2.96% | 8 |
|
|
2025
Q3 | $263M | Buy |
776,920
+13,091
| +2% | +$4.02M | 2.99% | 8 |
|
|
2025
Q2 | $211M | Buy |
763,829
+56,963
| +8% | +$12.4M | 2.54% | 8 |
|
|
2025
Q1 | $118M | Buy |
706,866
+189
| +0% | +$40K | 1.65% | 11 |
|
|
2024
Q4 | $164M | Buy |
706,677
+16,819
| +2% | +$3.11M | 2.16% | 8 |
|
|
2024
Q3 | $119M | Buy |
689,858
+31,108
| +5% | +$4.99M | 1.59% | 10 |
|
|
2024
Q2 | $106M | Buy |
658,750
+10,800
| +2% | +$1.51M | 1.5% | 10 |
|
|
2024
Q1 | $85.9M | Buy |
647,950
+32,660
| +5% | +$4.05M | 1.25% | 13 |
|
|
2023
Q4 | $68.7M | Buy |
615,290
+15,200
| +3% | +$1.44M | 1.11% | 13 |
|
|
2023
Q3 | $49.8M | Buy |
600,090
+27,480
| +5% | +$2.38M | 0.89% | 21 |
|
|
2023
Q2 | $49.7M | Sell |
572,610
-7,830
| -1% | -$558K | 0.86% | 22 |
|
|
2023
Q1 | $37.2M | Buy |
580,440
+17,650
| +3% | +$1.06M | 0.68% | 34 |
|
|
2022
Q4 | $31.5M | Sell |
562,790
-10
| -0% | -$501 | 0.61% | 37 |
|
|
2022
Q3 | $25M | Buy |
562,800
+21,160
| +4% | +$1.08M | 0.52% | 44 |
|
|
2022
Q2 | $26.3M | Buy |
541,640
+5,030
| +0.9% | +$282K | 0.53% | 47 |
|
|
2022
Q1 | $33.8M | Buy |
536,610
+16,750
| +3% | +$995K | 0.57% | 41 |
|
|
2021
Q4 | $34.6M | Buy |
519,860
+7,560
| +1% | +$425K | 0.56% | 42 |
|
|
2021
Q3 | $24.8M | Buy |
512,300
+5,180
| +1% | +$252K | 0.45% | 54 |
|
|
2021
Q2 | $24.2M | Buy |
507,120
+21,250
| +4% | +$985K | 0.43% | 57 |
|
|
2021
Q1 | $22.5M | Buy |
485,870
+28,150
| +6% | +$1.3M | 0.44% | 54 |
|
|
2020
Q4 | $20M | Buy |
457,720
+125,810
| +38% | +$4.9M | 0.43% | 60 |
|
|
2020
Q3 | $12.1M | Buy |
331,910
+25,230
| +8% | +$845K | 0.29% | 80 |
|
|
2020
Q2 | $9.68M | Sell |
306,680
-26,570
| -8% | -$744K | 0.27% | 93 |
|
|
2020
Q1 | $7.9M | Sell |
333,250
-8,550
| -3% | -$241K | 0.26% | 92 |
|
|
2019
Q4 | $10.8M | Buy |
341,800
+5,080
| +2% | +$154K | 0.28% | 88 |
|
|
2019
Q3 | $9.3M | Buy |
336,720
+16,530
| +5% | +$470K | 0.27% | 96 |
|
|
2019
Q2 | $9.22M | Buy |
320,190
+11,390
| +4% | +$332K | 0.27% | 95 |
|
|
2019
Q1 | $9.29M | Buy |
308,800
+48,890
| +19% | +$1.33M | 0.28% | 93 |
|
|
2018
Q4 | $6.61M | Buy |
259,910
+28,550
| +12% | +$674K | 0.23% | 113 |
|
|
2018
Q3 | $5.71M | Sell |
231,360
-57,120
| -20% | -$1.28M | 0.18% | 132 |
|
|
2018
Q2 | $7M | Buy |
288,480
+6,900
| +2% | +$169K | 0.23% | 115 |
|
|
2018
Q1 | $6.64M | Buy |
281,580
+15,050
| +6% | +$379K | 0.22% | 117 |
|
|
2017
Q4 | $6.85M | Buy |
266,530
+11,200
| +4% | +$291K | 0.24% | 113 |
|
|
2017
Q3 | $6.19M | Buy |
255,330
+55,300
| +28% | +$1.37M | 0.23% | 120 |
|
|
2017
Q2 | $4.66M | Buy |
200,030
+5,070
| +3% | +$118K | 0.18% | 134 |
|
|
2017
Q1 | $4.27M | Buy |
194,960
+187,670
| +2,574% | +$3.86M | 0.17% | 137 |
|
|
2016
Q4 | $129K | Sell |
7,290
-100,680
| -93% | -$1.74M | 0.01% | 532 |
|
|
2016
Q3 | $1.86M | Sell |
107,970
-463,620
| -81% | -$7.75M | 0.08% | 193 |
|
|
2016
Q2 | $8.88M | Sell |
571,590
-526,050
| -48% | -$8.01M | 0.39% | 72 |
|
|
2016
Q1 | $17M | Buy |
1,097,640
+1,090,260
| +14,773% | +$14.7M | 0.75% | 32 |
|
|
2015
Q4 | $107K | Hold |
7,380
| – | – | ﹤0.01% | 573 |
|
|
2015
Q3 | $92K | Buy |
7,380
+150
| +2% | +$1.9K | ﹤0.01% | 597 |
|
|
2015
Q2 | $96K | Buy |
7,230
+3,350
| +86% | +$43.9K | ﹤0.01% | 607 |
|
|
2015
Q1 | $49K | Buy |
3,880
+2,230
| +135% | +$25.6K | ﹤0.01% | 728 |
|
|
2014
Q4 | $17K | Buy |
1,650
+1,000
| +154% | +$8.93K | ﹤0.01% | 801 |
|
|
2014
Q3 | $6K | Hold |
650
| – | – | ﹤0.01% | 914 |
|
|
2014
Q2 | $5K | Hold |
650
| – | – | ﹤0.01% | 931 |
|
|
2014
Q1 | $4K | Buy |
650
+350
| +117% | +$2.05K | ﹤0.01% | 971 |
|
|
2013
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 1020 |
|
|
2013
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1038 |
|
|
2013
Q2 | $1K | Buy |
+300
| New | +$1.05K | ﹤0.01% | 1040 |
|
Other funds holding AVGO
VCM
VPM
Whittier Trust's AVGO Position: Q1 2026 in Review
Whittier Trust increased its Broadcom (AVGO) stake by 5.6% in Q1 2026, buying an estimated $14.6M and bringing the position to 839,540 shares worth $264M. The position accounts for 2.98% of the portfolio, ranked #8.
Whittier Trust first reported a position in AVGO in Q2 2013 and has held it in 52 quarters since. The position peaked at $273M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- Whittier Trust held 839,540 shares of Broadcom worth $264M as of Q1 2026.
- Whittier Trust bought 44,514 Broadcom shares in Q1 2026, an estimated $14.6M.
- Broadcom made up 2.98% of Whittier Trust's portfolio in Q1 2026, its #8 holding.
- Whittier Trust first reported a position in Broadcom in Q2 2013 and has held it in 52 quarters since.
- Whittier Trust's Broadcom position peaked at $273M in Q4 2025.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.