Appleton Partners Inc. MA Has $41.10 Million Stake in Broadcom Inc. $AVGO

Posted by Defense World Staff on Feb 11th, 2026

Appleton Partners Inc. MA trimmed its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 124,572 shares of the semiconductor manufacturer’s stock after selling 10,789 shares during the period. Broadcom makes up approximately 2.8% of Appleton Partners Inc. MA’s portfolio, making the stock its 5th biggest holding. Appleton Partners Inc. MA’s holdings in Broadcom were worth $41,098,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after acquiring an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after purchasing an additional 756 shares during the last quarter. United Bank raised its position in Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC lifted its stake in Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after purchasing an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its position in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after buying an additional 378 shares during the period. 76.43% of the stock is currently owned by institutional investors.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Strong AI spending from big tech supports Broadcom’s revenue outlook and demand for data‑center and networking chips, a bullish catalyst for AVGO. Broadcom Gains As Big Tech Boosts AI Spending For 2026
Positive Sentiment: Planned tariff exemptions for certain advanced semiconductors could reduce costs / supply friction for leading chip suppliers, potentially benefiting Broadcom’s end markets and margins. 6 Chip Stocks Set to Benefit Most From Big Tech Tariff Exemption
Positive Sentiment: Analysts and industry pieces highlight Broadcom as a semiconductor beneficiary of ongoing AI and cloud infrastructure investment, reinforcing a favorable secular growth narrative. 3 Stocks to Buy From the Prospering Semiconductor Industry
Neutral Sentiment: Broadcom has been a frequently searched/trending stock in financial media; increased attention can boost volatility but doesn’t itself change fundamentals. Broadcom Inc. (AVGO) Is a Trending Stock: Facts to Know Before Betting on It
Neutral Sentiment: Market commentary calls tech stocks “noisy” and momentum‑driven today — this can produce short‑term swings in AVGO unrelated to long‑term fundamentals. ORCL, AVGO and MU Forecast – Technology Stocks Noisy and Looking for Momentum
Neutral Sentiment: Comparisons and buy/hold debates (e.g., Broadcom vs. Meta) are driving analyst attention but offer mixed conclusions for investors depending on risk/time horizon. Broadcom or Meta Platforms? Which Is the Better Buy
Negative Sentiment: A Forbes piece contrasts Micron’s faster growth trajectory with Broadcom’s, highlighting competitive growth concerns that can weigh on valuations if investors rotate to higher‑growth names. How Micron’s Growth Engine Beats Out Broadcom
Negative Sentiment: Reported short‑interest data today appears to contain errors (zeros/NaN) and should not be taken as genuine positioning evidence; nevertheless, lighter intraday volume and recent strong gains make AVGO susceptible to short‑term profit‑taking. (Background trading/volume data provided by market feeds.)

Broadcom Price Performance

Shares of Broadcom stock opened at $340.44 on Wednesday. The business has a 50 day moving average of $346.93 and a 200 day moving average of $340.06. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a market cap of $1.61 trillion, a PE ratio of 71.52, a P/E/G ratio of 1.11 and a beta of 1.21. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the previous year, the firm earned $1.42 EPS. The company’s quarterly revenue was up 28.2% compared to the same quarter last year. As a group, equities research analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s payout ratio is presently 54.62%.

Analyst Ratings Changes

Several research firms have recently commented on AVGO. Evercore lifted their price objective on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Robert W. Baird set a $420.00 price target on Broadcom in a research note on Friday, December 12th. Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Truist Financial increased their price objective on Broadcom from $500.00 to $510.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 target price (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $437.28.

Check Out Our Latest Research Report on AVGO

Insider Transactions at Broadcom

In other news, CEO Hock E. Tan sold 130,000 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the sale, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at $194,189,900.76. This represents a 17.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark David Brazeal sold 38,281 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares in the company, valued at approximately $87,316,759.10. This represents a 12.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 779,901 shares of company stock worth $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Broadcom Company Profile

(Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.