SEC 13F Intelligence

Appleton Partners Inc/Ma / AVGO

Appleton Partners Inc/Ma’s Broadcom Inc Position

Does Appleton Partners Inc/Ma own Broadcom Inc (AVGO)? Yes118.7K shares worth $37M (+2.56% of its 13F portfolio) as of Q1 2026, down from 119.6K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
118.7K
% of Portfolio
+2.56%
Quarters Held
30
currently held

Position History AVGO

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $18MQ3 ’23: $17MQ4 ’23: $23MQ4 ’23Q1 ’24: $25MQ2 ’24: $29MQ3 ’24: $30MQ4 ’24: $38MQ4 ’24Q1 ’25: $25MQ2 ’25: $37MQ3 ’25: $41MQ4 ’25: $41MQ4 ’25Q1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026118.7K$37M+2.56%
Q4 2025119.6K$41M+2.73%
Q3 2025124.6K$41M+2.76%
Q2 2025135.4K$37M+2.64%
Q1 2025152.0K$25M+1.97%
Q4 2024162.3K$38M+2.78%
Q3 2024172.7K$30M+2.19%
Q2 202417.9K$29M+2.22%
Q1 202419.0K$25M+1.96%
Q4 202320.7K$23M+1.86%
Q3 202320.6K$17M+1.52%
Q2 202320.6K$18M+1.51%
Q1 202319.3K$12M+1.10%
Q4 202219.6K$11M+1.04%
Q3 202217.1K$8M+0.76%
Q2 202216.9K$8M+0.78%
Q1 202216.3K$10M+0.84%
Q4 202115.9K$11M+0.79%
Q3 202115.6K$8M+0.63%
Q2 202115.4K$7M+0.62%
Q1 202115.7K$7M+0.68%
Q4 202015.9K$7M+0.68%
Q3 202015.0K$5M+0.60%
Q2 202014.5K$5M+0.55%
Q1 202014.1K$3M+0.46%
Q4 201918.6K$6M+0.65%
Q3 201918.0K$5M+0.60%
Q2 201915.8K$5M+0.56%
Q1 201915.4K$5M+0.62%
Q4 201815.6K$4M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of AVGO.