ACG
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Allen Capital Group’s Broadcom AVGO Stock Holding History

Allen Capital 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 		$3.57M Buy
9,457
+411
+5% +$165K 0.29% 75
2026
Q1 		$2.8M Sell
9,046
-1,165
-11% -$383K 0.25% 84
2025
Q4 		$3.53M Buy
10,211
+1,424
+16% +$509K 0.32% 68
2025
Q3 		$2.9M Buy
8,787
+321
+4% +$98.5K 0.27% 81
2025
Q2 		$2.33M Buy
8,466
+670
+9% +$145K 0.24% 85
2025
Q1 		$1.31M Buy
7,796
+1,022
+15% +$216K 0.15% 100
2024
Q4 		$1.57M Buy
6,774
+256
+4% +$47.3K 0.19% 87
2024
Q3 		$1.12M Buy
6,518
+488
+8% +$78.2K 0.14% 100
2024
Q2 		$968K Sell
6,030
-580
-9% -$81.3K 0.13% 101
2024
Q1 		$876K Buy
6,610
+140
+2% +$17.3K 0.12% 107
2023
Q4 		$722K Sell
6,470
-17,970
-74% -$1.7M 0.11% 108
2023
Q3 		$2.04M Sell
24,440
-13,060
-35% -$1.13M 0.36% 61
2023
Q2 		$3.25M Sell
37,500
-12,810
-25% -$914K 0.56% 42
2023
Q1 		$3.23M Buy
+50,310
New +$3.03M 0.59% 39
2022
Q4 		– Sell
-34,330
Closed -$1.52M – 44
2022
Q3 		$1.52M Buy
34,330
+4,250
+14% +$217K 0.35% 61
2022
Q2 		$1.46M Buy
30,080
+3,390
+13% +$190K 0.3% 68
2022
Q1 		$1.68M Buy
+26,690
New +$1.59M 0.32% 64

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

Allen Capital Group's AVGO Position: Q2 2026 in Review

Allen Capital Group increased its Broadcom (AVGO) stake by 4.5% in Q2 2026, buying an estimated $165K and bringing the position to 9,457 shares worth $3.57M. The position accounts for 0.29% of the portfolio, ranked #75.

Allen Capital Group first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allen Capital Group held 9,457 shares of Broadcom worth $3.57M as of Q2 2026.
  • Allen Capital Group bought 411 Broadcom shares in Q2 2026, an estimated $165K.
  • Broadcom made up 0.29% of Allen Capital Group's portfolio in Q2 2026, its #75 holding.
  • Allen Capital Group first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.