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
2024 Q4 REDUCED 665,117 -45,826 -6.4% 6.21% $154.2M $229.76
2024 Q3 ADDED 710,943 +638,956 +887.6% 4.88% $122.6M $170.50
2024 Q2 REDUCED 71,987 -1,935 -2.6% 4.79% $115.6M $158.17
2024 Q1 REDUCED 73,922 -6,380 -7.9% 4.07% $98.0M $130.16
2023 Q4 REDUCED 80,302 -1,848 -2.2% 4.00% $89.6M $109.16
2023 Q3 REDUCED 82,150 -1,983 -2.4% 3.33% $68.2M $80.85
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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