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Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
24,326
Value
$9.19M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of AVGO by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,326$9.19M0.5%+204+0.8%AddedHolders
Q1 202624,122$7.47M0.4%+5,755+31.3%AddedHolders
Q4 202518,367$6.36M0.4%+1,559+9.3%AddedHolders
Q3 202516,808$5.55M0.3%+4,184+33.1%AddedHolders
Q2 202512,624$3.48M0.2%+12,624NewHolders
Q1 20250$00.0%−2,292−100.0%Sold outHolders
Q4 20242,292$531.4K<0.1%−1,805−44.1%ReducedHolders
Q3 20244,097$706.7K<0.1%−293−6.7%ReducedConverted for a 10-for-1 splitHolders
Q2 2024439$704.8K<0.1%−184−29.5%ReducedHolders
Q1 2024623$825.7K0.1%+44+7.6%AddedHolders
Q4 2023579$646.3K<0.1%−14−2.4%ReducedHolders
Q3 2023593$492.5K<0.1%−32−5.1%ReducedHolders
Q2 2023625$542.1K<0.1%00.0%UnchangedHolders
Q1 2023625$401.0K<0.1%−80−11.3%ReducedHolders
Q4 2022705$394.2K<0.1%+104+17.3%AddedHolders
Q3 2022601$267.0K<0.1%−49−7.5%ReducedHolders
Q2 2022650$316.0K<0.1%+24+3.8%AddedHolders
Q1 2022626$394.0K<0.1%−29−4.4%ReducedHolders
Q4 2021655$436.0K<0.1%+26+4.1%AddedHolders
Q3 2021629$305.0K<0.1%00.0%UnchangedHolders
Q2 2021629$300.0K<0.1%00.0%UnchangedHolders
Q1 2021629$292.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.