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AVGO icon

Addison Advisors’s Broadcom AVGO Stock Holding History

Addison 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 		$573K Sell
1,516
-4,007
-73% -$1.61M 0.27% 65
2026
Q1 		$1.71M Sell
5,523
-25
-0.5% -$8.23K 0.38% 55
2025
Q4 		$1.92M Sell
5,548
-31
-0.6% -$11.1K 0.43% 53
2025
Q3 		$1.84M Buy
5,579
+83
+2% +$25.5K 0.43% 51
2025
Q2 		$1.51M Buy
5,496
+163
+3% +$35.4K 0.38% 56
2025
Q1 		$893K Buy
5,333
+23
+0.4% +$4.87K 0.24% 70
2024
Q4 		$1.23M Buy
5,310
+23
+0.4% +$4.25K 0.34% 62
2024
Q3 		$912K Sell
5,287
-143
-3% -$22.9K 0.25% 70
2024
Q2 		$872K Buy
5,430
+860
+19% +$121K 0.28% 68
2024
Q1 		$606K Sell
4,570
-2,280
-33% -$282K 0.21% 85
2023
Q4 		$765K Buy
6,850
+5,930
+645% +$562K 0.3% 66
2023
Q3 		$76.4K Buy
920
+150
+19% +$13K 0.04% 275
2023
Q2 		$66.8K Buy
770
+50
+7% +$3.57K 0.03% 284
2023
Q1 		$46.2K Buy
720
+130
+22% +$7.82K 0.03% 305
2022
Q4 		$33K Buy
590
+90
+18% +$4.51K 0.02% 324
2022
Q3 		$22K Buy
500
+140
+39% +$7.15K 0.01% 339
2022
Q2 		$17K Sell
360
-60
-14% -$3.37K 0.01% 373
2022
Q1 		$26K Buy
420
+90
+27% +$5.35K 0.01% 368
2021
Q4 		$22K Buy
330
+60
+22% +$3.37K 0.01% 323
2021
Q3 		$13K Buy
270
+20
+8% +$973 0.01% 289
2021
Q2 		$12K Buy
+250
New +$11.6K 0.01% 288
2020
Q4 		$11K Buy
+250
New +$9.75K 0.01% 278

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

Addison Advisors's AVGO Position: Q2 2026 in Review

Addison Advisors reduced its Broadcom (AVGO) stake by 73% in Q2 2026, selling an estimated $1.61M and leaving 1,516 shares worth $573K. The position accounts for 0.27% of the portfolio, ranked #65.

Addison Advisors first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.92M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Addison Advisors held 1,516 shares of Broadcom worth $573K as of Q2 2026.
  • Addison Advisors sold 4,007 Broadcom shares in Q2 2026, an estimated $1.61M.
  • Broadcom made up 0.27% of Addison Advisors's portfolio in Q2 2026, its #65 holding.
  • Addison Advisors first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Broadcom position peaked at $1.92M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.