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SCHMIDT P J INVESTMENT MANAGEMENT INC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on AVGO, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 80,394 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,394 shares
    Change vs previous 13F -10,044 shares

    4.72% of the 13F portfolio, value $30,368,685.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,438 shares
    Change vs previous 13F -4,979 shares

    4.71% of the 13F portfolio, value $27,991,598.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,417 shares
    Change vs previous 13F -7,313 shares

    5.37% of the 13F portfolio, value $33,023,794.

    13F-HR 0001008895-26-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,730 shares
    Change vs previous 13F -4,600 shares

    5.6% of the 13F portfolio, value $33,891,509.

    13F-HR 0001008895-25-000008 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 107,330 shares
    Change vs previous 13F -3,682 shares

    5.12% of the 13F portfolio, value $29,585,594.

    13F-HR 0001008895-25-000006 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 111,012 shares
    Change vs previous 13F -1,032 shares

    3.4% of the 13F portfolio, value $18,586,671.

    13F-HR 0001008895-25-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 112,044 shares
    Change vs previous 13F -4,285 shares

    4.51% of the 13F portfolio, value $25,976,232.

    13F-HR 0001008895-25-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 116,329 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $20,066,770.

    13F-HR 0001008895-24-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).