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Albion Financial Group’s Broadcom AVGO Stock Holding History

Albion Financial Group’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 		$30.9M Sell
81,864
-13,698
-14% -$5.49M 1.79% 15
2026
Q1 		$29.6M Sell
95,562
-1,392
-1% -$458K 1.91% 13
2025
Q4 		$33.6M Sell
96,954
-12,435
-11% -$4.45M 2.09% 10
2025
Q3 		$36.1M Sell
109,389
-13,310
-11% -$4.08M 2.18% 9
2025
Q2 		$33.8M Sell
122,699
-391
-0.3% -$84.9K 2.21% 8
2025
Q1 		$20.6M Sell
123,090
-3,998
-3% -$846K 1.46% 22
2024
Q4 		$29.5M Sell
127,088
-4,165
-3% -$770K 2.02% 12
2024
Q3 		$22.6M Buy
131,253
+34,933
+36% +$5.6M 1.57% 17
2024
Q2 		$15.5M Sell
96,320
-6,760
-7% -$947K 1.17% 23
2024
Q1 		$13.7M Sell
103,080
-1,210
-1% -$150K 1.05% 26
2023
Q4 		$11.6M Sell
104,290
-860
-0.8% -$81.4K 0.96% 29
2023
Q3 		$8.73M Buy
105,150
+1,240
+1% +$107K 0.81% 29
2023
Q2 		$9.01M Buy
103,910
+1,160
+1% +$82.7K 0.79% 29
2023
Q1 		$6.59M Sell
102,750
-1,480
-1% -$89K 0.6% 38
2022
Q4 		$5.83M Buy
104,230
+2,110
+2% +$106K 0.56% 41
2022
Q3 		$4.53M Buy
102,120
+2,460
+2% +$126K 0.47% 49
2022
Q2 		$4.84M Sell
99,660
-180
-0.2% -$10.1K 0.48% 50
2022
Q1 		$6.29M Sell
99,840
-4,400
-4% -$261K 0.54% 41
2021
Q4 		$6.94M Buy
104,240
+3,650
+4% +$205K 0.55% 40
2021
Q3 		$4.88M Buy
100,590
+2,960
+3% +$144K 0.43% 53
2021
Q2 		$4.66M Buy
+97,630
New +$4.52M 0.4% 55
2020
Q4 		$3.16M Buy
+72,160
New +$2.81M 0.31% 68

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

Albion Financial Group's AVGO Position: Q2 2026 in Review

Albion Financial Group reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $5.49M and leaving 81,864 shares worth $30.9M. The position accounts for 1.79% of the portfolio, ranked #15.

Albion Financial Group first reported a position in AVGO in Q4 2020 and has held it in 22 quarters since. The position peaked at $36.1M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Albion Financial Group held 81,864 shares of Broadcom worth $30.9M as of Q2 2026.
  • Albion Financial Group sold 13,698 Broadcom shares in Q2 2026, an estimated $5.49M.
  • Broadcom made up 1.79% of Albion Financial Group's portfolio in Q2 2026, its #15 holding.
  • Albion Financial Group first reported a position in Broadcom in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's Broadcom position peaked at $36.1M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.