AVGO — BROADCOM INC COM

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  31 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported BROADCOM INC COM (AVGO) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q3. The latest visible filing shows AVGO at 1.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in BROADCOM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVGO was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVGO stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,678 +928 +3.5% 1.32% $9.2M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 26,750 -2,901 -9.8% 1.60% $10.0M 2025-10-30 $374.96
2025 Q2 ADDED 29,651 +948 +3.3% 1.52% $8.2M 2025-07-28 $292.62
2025 Q1 ADDED 28,703 +961 +3.5% 0.99% $4.8M 2025-05-01 $195.74
2024 Q4 REDUCED 27,742 -2,774 -9.1% 1.35% $6.4M 2025-01-16 $226.88
2024 Q3 ADDED 30,516 +27,417 +884.7% 1.10% $5.3M 2024-11-04 $166.25
2024 Q2 REDUCED 3,099 -204 -6.2% 1.14% $5.0M 2024-07-31 $157.96
2024 Q1 REDUCED 3,303 -333 -9.2% 1.05% $4.4M 2024-05-01 $121.80
2023 Q4 ADDED 3,636 +148 +4.2% 1.07% $4.1M 2024-02-05 $121.30
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVGO

As of 2026 Q1 — sorted by position size

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 6.97% Karras Company, Inc. 6.13% Marex Group plc 5.7% WASHINGTON TRUST Co 3Y 7Y 3.62% Ethos Capital Management, Inc. 3.5% EASTERN BANK 3Y 7Y 2.6% Adelphi Trust Co 2.15% Cooper Financial Group 3Y 7Y 2.02% GAMMA Investing LLC 1.98% First County Bank /CT/ 1.88%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and AVGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning AVGO?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for AVGO was 1.60% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 27,678 shares, equal to 1.32% of portfolio, with an estimated market value of $9.2M.

What does the chart on this AVGO ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC's quarterly AVGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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