AVGO — BROADCOM LTD

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  27 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported BROADCOM LTD (AVGO) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.76% in 2025 Q4. The latest visible filing shows AVGO at 2.76% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV's position in BROADCOM LTD, 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 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2025 Q4

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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV 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 61,608 +49,337 +402.1% 2.76% $21.3M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 12,271 -55,039 -81.8% 1.47% $11.4M 2025-11-14 $341.09
2025 Q2 REDUCED 67,310 -1,372 -2.0% 2.52% $18.6M 2025-08-15 $304.59
2025 Q1 REDUCED 68,682 -2,317 -3.3% 1.62% $11.5M 2025-05-16 $226.77
2024 Q4 REDUCED 70,999 -4,189 -5.6% 2.25% $16.5M 2025-02-14 $230.47
2024 Q3 ADDED 75,188 +67,864 +926.6% 1.75% $13.0M 2024-11-15 $162.59
2024 Q2 REDUCED 7,324 -247 -3.3% 1.71% $11.8M 2024-08-14 $155.02
2024 Q1 ADDED 7,571 +6,455 +578.4% 1.47% $10.0M 2024-05-15 $140.74
2023 Q4 REDUCED 1,116 -8,435 -88.3% 1.53% $10.3M 2024-02-14 $123.17
18 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% Marex Group plc 5.7% Adelphi Trust Co 2.15% First County Bank /CT/ 1.88% Somerset Trust Co 3Y 7Y 1.71% Box Hill Private Wealth LLC 1.48% NEVILLE RODIE & SHAW INC 3Y 7Y 1.07% First Financial Bank - Trust Division 3Y 7Y 0.94% Fulcrum Equity Management 3Y 7Y 0.93% Hilltop National Bank 0.91%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and AVGO

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning AVGO?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported AVGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVGO position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for AVGO was 2.76% in 2025 Q4.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 61,608 shares, equal to 2.76% of portfolio, with an estimated market value of $21.3M.

What does the chart on this AVGO ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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