Advisory Research’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.7M | Buy |
65,495
+1,808
| +3% | +$725K | 2.47% | 11 |
|
|
2026
Q1 | $19.7M | Sell |
63,687
-18,737
| -23% | -$6.17M | 2.42% | 13 |
|
|
2025
Q4 | $28.5M | Sell |
82,424
-3,305
| -4% | -$1.18M | 3.59% | 7 |
|
|
2025
Q3 | $28.3M | Buy |
85,729
+683
| +0.8% | +$210K | 3.71% | 5 |
|
|
2025
Q2 | $23.4M | Buy |
85,046
+12,144
| +17% | +$2.64M | 3.6% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
72,902
-24,394
| -25% | -$5.16M | 2.15% | 12 |
|
|
2024
Q4 | $22.6M | Sell |
97,296
-805
| -0.8% | -$149K | 3.75% | 3 |
|
|
2024
Q3 | $16.9M | Sell |
98,101
-2,149
| -2% | -$345K | 3.01% | 4 |
|
|
2024
Q2 | $16.1M | Buy |
100,250
+5,930
| +6% | +$831K | 3.03% | 5 |
|
|
2024
Q1 | $12.5M | Sell |
94,320
-22,680
| -19% | -$2.81M | 2.49% | 8 |
|
|
2023
Q4 | $13.1M | Sell |
117,000
-6,730
| -5% | -$637K | 2.01% | 6 |
|
|
2023
Q3 | $10.3M | Sell |
123,730
-3,840
| -3% | -$333K | 1.43% | 9 |
|
|
2023
Q2 | $11.1M | Buy |
127,570
+89,980
| +239% | +$6.42M | 1.42% | 9 |
|
|
2023
Q1 | $2.41M | Buy |
37,590
+130
| +0.3% | +$7.82K | 0.4% | 66 |
|
|
2022
Q4 | $2.09M | Sell |
37,460
-430
| -1% | -$21.6K | 0.2% | 79 |
|
|
2022
Q3 | $1.68M | Sell |
37,890
-340
| -0.9% | -$17.4K | 0.16% | 101 |
|
|
2022
Q2 | $1.86M | Sell |
38,230
-440
| -1% | -$24.7K | 0.18% | 89 |
|
|
2022
Q1 | $2.44M | Sell |
38,670
-50
| -0.1% | -$2.97K | 0.2% | 81 |
|
|
2021
Q4 | $2.58M | Buy |
38,720
+600
| +2% | +$33.7K | 0.2% | 87 |
|
|
2021
Q3 | $1.85M | Buy |
38,120
+540
| +1% | +$26.3K | 0.12% | 133 |
|
|
2021
Q2 | $1.79M | Buy |
37,580
+100
| +0.3% | +$4.63K | 0.12% | 149 |
|
|
2021
Q1 | $1.74M | Sell |
37,480
-12,600
| -25% | -$583K | 0.12% | 139 |
|
|
2020
Q4 | $2.19M | Sell |
50,080
-10,430
| -17% | -$407K | 0.16% | 115 |
|
|
2020
Q3 | $2.21M | Sell |
60,510
-38,700
| -39% | -$1.3M | 0.21% | 106 |
|
|
2020
Q2 | $3.13M | Sell |
99,210
-23,690
| -19% | -$663K | 0.28% | 91 |
|
|
2020
Q1 | $2.91M | Buy |
122,900
+111,760
| +1,003% | +$3.15M | 0.2% | 72 |
|
|
2019
Q4 | $352K | Sell |
11,140
-9,670
| -46% | -$294K | 0.02% | 274 |
|
|
2019
Q3 | $575K | Sell |
20,810
-250
| -1% | -$7.11K | 0.03% | 241 |
|
|
2019
Q2 | $606K | Sell |
21,060
-870
| -4% | -$25.4K | 0.01% | 290 |
|
|
2019
Q1 | $659K | Buy |
21,930
+5,910
| +37% | +$160K | 0.01% | 269 |
|
|
2018
Q4 | $407K | Buy |
16,020
+2,380
| +17% | +$56.2K | 0.01% | 316 |
|
|
2018
Q3 | $337K | Sell |
13,640
-150
| -1% | -$3.36K | 0.01% | 334 |
|
|
2018
Q2 | $335K | Sell |
13,790
-1,410
| -9% | -$34.6K | 0.01% | 339 |
|
|
2018
Q1 | $358K | Sell |
15,200
-102,450
| -87% | -$2.58M | 0.01% | 333 |
|
|
2017
Q4 | $3.02M | Buy |
117,650
+4,620
| +4% | +$120K | 0.05% | 184 |
|
|
2017
Q3 | $2.74M | Sell |
113,030
-3,600
| -3% | -$89K | 0.04% | 186 |
|
|
2017
Q2 | $2.72M | Buy |
116,630
+99,980
| +600% | +$2.32M | 0.04% | 191 |
|
|
2017
Q1 | $365K | Sell |
16,650
-4,880
| -23% | -$100K | 0.01% | 375 |
|
|
2016
Q4 | $381K | Buy |
+21,530
| New | +$373K | 0.01% | 335 |
|
Other funds holding AVGO
Advisory Research's AVGO Position: Q2 2026 in Review
Advisory Research increased its Broadcom (AVGO) stake by 2.8% in Q2 2026, buying an estimated $725K and bringing the position to 65,495 shares worth $24.7M. The position accounts for 2.47% of the portfolio, ranked #11.
Advisory Research first reported a position in AVGO in Q4 2016 and has held it in 39 quarters since. The position peaked at $28.5M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Advisory Research held 65,495 shares of Broadcom worth $24.7M as of Q2 2026.
- Advisory Research bought 1,808 Broadcom shares in Q2 2026, an estimated $725K.
- Broadcom made up 2.47% of Advisory Research's portfolio in Q2 2026, its #11 holding.
- Advisory Research first reported a position in Broadcom in Q4 2016 and has held it in 39 quarters since.
- Advisory Research's Broadcom position peaked at $28.5M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.