Adams Diversified Equity Fund’s Broadcom AVGO Stock Holding History

Adams Diversified Equity Fund’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	$94.4M	Sell	250,000 -12,400	-5%	-$4.97M	2.89%	6
2026 Q1	$81.2M	Sell	262,400 -2,800	-1%	-$921K	2.86%	6
2025 Q4	$91.8M	Hold	265,200	–	–	3.05%	6
2025 Q3	$87.5M	Sell	265,200 -2,000	-0.7%	-$614K	2.95%	7
2025 Q2	$73.7M	Hold	267,200	–	–	2.64%	7
2025 Q1	$44.7M	Sell	267,200 -17,000	-6%	-$3.6M	1.78%	10
2024 Q4	$65.9M	Sell	284,200 -9,000	-3%	-$1.66M	2.49%	7
2024 Q3	$50.6M	Buy	293,200 +169,200	+136%	+$27.1M	1.86%	9
2024 Q2	$19.9M	Buy	124,000 +36,000	+41%	+$5.05M	0.68%	50
2024 Q1	$11.7M	Buy	+88,000	New	+$10.9M	0.41%	79
2020 Q1	–	Sell	-648,000	Closed	-$20.5M	–	98
2019 Q4	$20.5M	Hold	648,000	–	–	1.05%	36
2019 Q3	$17.9M	Buy	648,000 +32,000	+5%	+$910K	0.95%	44
2019 Q2	$17.7M	Hold	616,000	–	–	0.94%	44
2019 Q1	$18.5M	Buy	+616,000	New	+$16.7M	1.02%	34
2018 Q3	–	Sell	-931,000	Closed	-$22.6M	–	214
2018 Q2	$22.6M	Hold	931,000	–	–	1.2%	30
2018 Q1	$21.9M	Hold	931,000	–	–	1.2%	31
2017 Q4	$23.9M	Buy	931,000 +142,000	+18%	+$3.69M	1.29%	29
2017 Q3	$19.1M	Sell	789,000 -99,000	-11%	-$2.45M	1.04%	37
2017 Q2	$20.7M	Hold	888,000	–	–	1.17%	33
2017 Q1	$19.4M	Hold	888,000	–	–	1.12%	34
2016 Q4	$15.7M	Buy	+888,000	New	+$15.4M	0.97%	40

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Adams Diversified Equity Fund's AVGO Position: Q2 2026 in Review

Adams Diversified Equity Fund reduced its Broadcom (AVGO) stake by 4.7% in Q2 2026, selling an estimated $4.97M and leaving 250,000 shares worth $94.4M. The position accounts for 2.89% of the portfolio, ranked #6.

Adams Diversified Equity Fund first reported a position in AVGO in Q4 2016 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Adams Diversified Equity Fund held 250,000 shares of Broadcom worth $94.4M as of Q2 2026.
Adams Diversified Equity Fund sold 12,400 Broadcom shares in Q2 2026, an estimated $4.97M.
Broadcom made up 2.89% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #6 holding.
Adams Diversified Equity Fund first reported a position in Broadcom in Q4 2016 and has held it in 21 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.