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Ackerman Capital Advisors’s Broadcom AVGO Stock Holding History

Ackerman Capital Advisors’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 		$326K Buy
862
+72
+9% +$28.9K 0.07% 91
2026
Q1 		$245K Hold
790
– – 0.05% 98
2025
Q4 		$273K Hold
790
– – 0.05% 100
2025
Q3 		$261K Hold
790
– – 0.05% 95
2025
Q2 		$218K Buy
+790
New +$172K 0.05% 101

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

Ackerman Capital Advisors's AVGO Position: Q2 2026 in Review

Ackerman Capital Advisors increased its Broadcom (AVGO) stake by 9.1% in Q2 2026, buying an estimated $28.9K and bringing the position to 862 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #91.

Ackerman Capital Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Ackerman Capital Advisors held 862 shares of Broadcom worth $326K as of Q2 2026.
  • Ackerman Capital Advisors bought 72 Broadcom shares in Q2 2026, an estimated $28.9K.
  • Broadcom made up 0.07% of Ackerman Capital Advisors's portfolio in Q2 2026, its #91 holding.
  • Ackerman Capital Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.