AHB
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Abner Herrman & Brock’s Broadcom AVGO Stock Holding History

Abner Herrman & Brock’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
3,597
+567
+19% +$227K 0.13% 50
2026
Q1 		$938K Sell
3,030
-28
-0.9% -$9.21K 0.1% 52
2025
Q4 		$1.06M Buy
3,058
+245
+9% +$87.6K 0.11% 56
2025
Q3 		$928K Buy
+2,813
New +$863K 0.1% 58
2024
Q4 		– Sell
-2,847
Closed -$491K – 56
2024
Q3 		$491K Buy
2,847
+377
+15% +$60.4K 0.06% 66
2024
Q2 		$397K Buy
2,470
+510
+26% +$71.5K 0.05% 67
2024
Q1 		$260K Buy
+1,960
New +$243K 0.03% 78

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Abner Herrman & Brock's AVGO Position: Q2 2026 in Review

Abner Herrman & Brock increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $227K and bringing the position to 3,597 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #50.

Abner Herrman & Brock first reported a position in AVGO in Q1 2024 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Abner Herrman & Brock held 3,597 shares of Broadcom worth $1.36M as of Q2 2026.
  • Abner Herrman & Brock bought 567 Broadcom shares in Q2 2026, an estimated $227K.
  • Broadcom made up 0.13% of Abner Herrman & Brock's portfolio in Q2 2026, its #50 holding.
  • Abner Herrman & Brock first reported a position in Broadcom in Q1 2024 and has held it in 7 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.