AVGO — BROADCOM LTD SHS

Ownership history in APPLETON PARTNERS INC/MA  ·  40 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in BROADCOM LTD SHS (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.78% (2024 Q4)
Avg. % of fund
1.11%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 119,632 -4,940 -4.0% 2.73% $41.4M $346.10
2025 Q3 REDUCED 124,572 -10,789 -8.0% 2.76% $41.1M $329.28
2025 Q2 REDUCED 135,361 -16,592 -10.9% 2.64% $37.3M $274.65
2025 Q1 REDUCED 151,953 -10,370 -6.4% 1.97% $25.4M $166.43
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%
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