AVGO — Broadcom Ltd

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  39 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in Broadcom Ltd (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
6.74% (2025 Q2)
Avg. % of fund
2.6%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 516,721 -8,199 -1.6% 6.71% $178.8M $346.10
2025 Q3 REDUCED 524,920 -92,720 -15.0% 6.54% $173.2M $329.28
2025 Q2 REDUCED 617,640 -34,105 -5.2% 6.74% $170.3M $274.65
2025 Q1 REDUCED 651,745 -13,372 -2.0% 4.64% $109.1M $166.43
35 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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