AVGO β€” Broadcom Inc

Ownership history in Richard C. Young & CO., LTD.  Β·  8 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported Broadcom Inc (AVGO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.13% in 2025 Q3. The latest visible filing shows AVGO at 4.07% 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.

What this AVGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Richard C. Young & CO., LTD.'s position in Broadcom Inc, 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 4.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% 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
2024 Q1 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.

How Richard C. Young & CO., LTD. held AVGO β€” position size vs. price
% of Fund (quarterly)    AVGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 131,200 -3,453 -2.6% 4.07% $45.4M 2026-02-14 (Est.) $324.49
2025 Q3 REDUCED 134,653 -1,969 -1.4% 4.13% $44.4M 2025-11-12 $353.80
2025 Q2 ADDED 136,622 +756 +0.6% 3.72% $37.7M 2025-08-07 $302.03
2025 Q1 REDUCED 135,866 -627 -0.5% 2.44% $22.7M 2025-05-02 $202.00
2024 Q4 ADDED 136,493 +103 +0.1% 3.45% $31.6M 2025-01-28 $205.07
2024 Q3 ADDED 136,390 +122,785 +902.5% 2.57% $23.5M 2024-11-07 $181.30
2024 Q2 ADDED 13,605 +93 +0.7% 2.66% $21.8M 2024-08-08 $143.28
2024 Q1 INITIATED 13,512 β€” β€” 2.25% $17.9M 2024-05-08 $129.88

FAQ About Richard C. Young & CO., LTD. and AVGO

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

How long has Richard C. Young & CO., LTD. reported owning AVGO?

Richard C. Young & CO., LTD. reported AVGO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported AVGO position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for AVGO was 4.13% in 2025 Q3.

What is the latest reported AVGO position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 131,200 shares, equal to 4.07% of portfolio, with an estimated market value of $45.4M.

What does the chart on this AVGO ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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