AVGO Broadcom Limited

Ownership history in Newman Dignan & Sheerar, Inc.  ·  23 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported Broadcom Limited (AVGO) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.77% in 2025 Q3. The latest visible filing shows AVGO at 1.50% 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 Newman Dignan & Sheerar, Inc.'s position in Broadcom Limited, 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
2026 Q1

AVGO was reported at 1.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% 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 2026 Q1

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.

How Newman Dignan & Sheerar, Inc. held AVGO — position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,957 -201 -0.9% 1.50% $7.1M 2026-04-13 $379.75
2025 Q4 REDUCED 23,158 -1,644 -6.6% 1.67% $8.0M 2026-01-22 $324.81
2025 Q3 REDUCED 24,802 -2,218 -8.2% 1.77% $8.2M 2025-10-09 $343.64
2025 Q2 REDUCED 27,020 -2,054 -7.1% 1.71% $7.4M 2025-07-18 $281.72
2025 Q1 UNCHANGED 29,074 0% 1.73% $6.7M 2025-05-02 $202.00
2024 Q4 REDUCED 29,074 -245 -0.8% 1.73% $6.7M 2025-01-30 $213.28
2024 Q3 ADDED 29,319 +26,231 +849.4% 1.21% $5.0M 2024-11-12 $173.81
2024 Q2 REDUCED 3,088 -6 -0.2% 1.28% $5.0M 2024-07-15 $168.52
2024 Q1 REDUCED 3,094 -123 -3.8% 1.10% $4.1M 2024-04-29 $131.18
2023 Q4 REDUCED 3,217 -17 -0.5% 1.08% $3.6M 2024-02-09 $125.24
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Newman Dignan & Sheerar, 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 Newman Dignan & Sheerar, Inc. reported owning AVGO?

Newman Dignan & Sheerar, Inc. reported AVGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVGO position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for AVGO was 1.77% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 22,957 shares, equal to 1.50% of portfolio, with an estimated market value of $7.1M.

What does the chart on this AVGO ownership page compare?

The chart compares Newman Dignan & Sheerar, 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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