Woodley Farra Manion Portfolio 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
Q1
$81.4M Sell
262,908
-3,926
-1% -$1.29M 3.96% 5
2025
Q4
$92.4M Sell
266,834
-61,756
-19% -$22.1M 4.4% 5
2025
Q3
$108M Sell
328,590
-73,716
-18% -$22.6M 5.11% 1
2025
Q2
$111M Sell
402,306
-14,410
-3% -$3.13M 5.21% 2
2025
Q1
$69.8M Sell
416,716
-18,114
-4% -$3.83M 3.47% 11
2024
Q4
$101M Sell
434,830
-2,812
-0.6% -$520K 5.02% 2
2024
Q3
$75.5M Sell
437,642
-2,468
-0.6% -$396K 3.8% 8
2024
Q2
$70.7M Sell
440,110
-193,370
-31% -$27.1M 3.84% 8
2024
Q1
$84M Sell
633,480
-24,510
-4% -$3.04M 4.62% 3
2023
Q4
$73.4M Buy
657,990
+90
+0% +$8.52K 4.39% 3
2023
Q3
$54.6M Buy
657,900
+6,140
+0.9% +$532K 3.64% 7
2023
Q2
$56.5M Sell
651,760
-240,100
-27% -$17.1M 3.64% 7
2023
Q1
$57.2M Buy
891,860
+15,570
+2% +$937K 3.9% 5
2022
Q4
$49M Sell
876,290
-9,480
-1% -$475K 3.55% 10
2022
Q3
$39.3M Buy
885,770
+3,510
+0.4% +$179K 3.19% 15
2022
Q2
$42.9M Buy
882,260
+7,650
+0.9% +$429K 3.5% 11
2022
Q1
$55.1M Sell
874,610
-590
-0.1% -$35K 4.1% 5
2021
Q4
$58.2M Buy
875,200
+461,600
+112% +$25.9M 4.06% 9
2021
Q3
$20.1M Sell
413,600
-24,410
-6% -$1.19M 1.66% 25
2021
Q2
$20.9M Buy
438,010
+2,530
+0.6% +$117K 1.61% 27
2021
Q1
$20.2M Buy
+435,480
New +$20.1M 1.69% 24
2020
Q3
Sell
-3,310
Closed -$105K 106
2020
Q2
$105K Hold
3,310
0.01% 107
2020
Q1
$78K Hold
3,310
0.01% 130
2019
Q4
$105K Buy
+3,310
New +$100K 0.01% 131

Other funds holding AVGO

Woodley Farra Manion Portfolio Management's AVGO Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management reduced its Broadcom (AVGO) stake by 1.5% in Q1 2026, selling an estimated $1.29M and leaving 262,908 shares worth $81.4M. The position accounts for 3.96% of the portfolio, ranked #5.

Woodley Farra Manion Portfolio Management first reported a position in AVGO in Q4 2019 and has held it in 24 quarters since. The position peaked at $111M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 262,908 shares of Broadcom worth $81.4M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management sold 3,926 Broadcom shares in Q1 2026, an estimated $1.29M.
  • Broadcom made up 3.96% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #5 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Broadcom in Q4 2019 and has held it in 24 quarters since.
  • Woodley Farra Manion Portfolio Management's Broadcom position peaked at $111M in Q2 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.