Allen Investment Management’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 | $220M | Buy |
583,292
+283,071
| +94% | +$113M | 2.61% | 14 |
|
|
2026
Q1 | $92.9M | Sell |
300,221
-59,119
| -16% | -$19.5M | 1.15% | 23 |
|
|
2025
Q4 | $124M | Buy |
359,340
+9,236
| +3% | +$3.3M | 1.38% | 20 |
|
|
2025
Q3 | $116M | Buy |
350,104
+54,074
| +18% | +$16.6M | 1.28% | 21 |
|
|
2025
Q2 | $81.6M | Buy |
296,030
+2,012
| +0.7% | +$437K | 0.89% | 25 |
|
|
2025
Q1 | $49.2M | Buy |
294,018
+60,551
| +26% | +$12.8M | 0.57% | 33 |
|
|
2024
Q4 | $54.1M | Buy |
233,467
+81,778
| +54% | +$15.1M | 0.63% | 29 |
|
|
2024
Q3 | $26.2M | Buy |
151,689
+118,429
| +356% | +$19M | 0.31% | 48 |
|
|
2024
Q2 | $5.34M | Sell |
33,260
-3,070
| -8% | -$430K | 0.06% | 92 |
|
|
2024
Q1 | $4.82M | Sell |
36,330
-1,930
| -5% | -$239K | 0.06% | 85 |
|
|
2023
Q4 | $4.27M | Sell |
38,260
-1,310
| -3% | -$124K | 0.06% | 89 |
|
|
2023
Q3 | $3.29M | Buy |
39,570
+200
| +0.5% | +$17.3K | 0.05% | 91 |
|
|
2023
Q2 | $3.42M | Hold |
39,370
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $2.53M | Buy |
39,370
+2,580
| +7% | +$155K | 0.04% | 89 |
|
|
2022
Q4 | $2.06M | Sell |
36,790
-3,750
| -9% | -$188K | 0.03% | 98 |
|
|
2022
Q3 | $1.8M | Sell |
40,540
-750
| -2% | -$38.3K | 0.03% | 107 |
|
|
2022
Q2 | $2.01M | Sell |
41,290
-2,150
| -5% | -$121K | 0.03% | 106 |
|
|
2022
Q1 | $2.73M | Hold |
43,440
| – | – | 0.04% | 99 |
|
|
2021
Q4 | $2.89M | Buy |
43,440
+21,840
| +101% | +$1.23M | 0.04% | 102 |
|
|
2021
Q3 | $1.05M | Buy |
21,600
+1,930
| +10% | +$93.9K | 0.01% | 116 |
|
|
2021
Q2 | $938K | Sell |
19,670
-9,350
| -32% | -$433K | 0.01% | 114 |
|
|
2021
Q1 | $1.35M | Hold |
29,020
| – | – | 0.02% | 105 |
|
|
2020
Q4 | $1.27M | Buy |
29,020
+5,160
| +22% | +$201K | 0.02% | 102 |
|
|
2020
Q3 | $869K | Buy |
23,860
+9,350
| +64% | +$313K | 0.02% | 108 |
|
|
2020
Q2 | $458K | Sell |
14,510
-1,650
| -10% | -$46.2K | 0.01% | 126 |
|
|
2020
Q1 | $383K | Buy |
16,160
+8,410
| +109% | +$237K | 0.01% | 132 |
|
|
2019
Q4 | $245K | Sell |
7,750
-40
| -0.5% | -$1.21K | 0.01% | 166 |
|
|
2019
Q3 | $215K | Hold |
7,790
| – | – | 0.01% | 188 |
|
|
2019
Q2 | $224K | Hold |
7,790
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $234K | Sell |
7,790
-830
| -10% | -$22.5K | 0.01% | 185 |
|
|
2018
Q4 | $219K | Buy |
+8,620
| New | +$203K | 0.01% | 156 |
|
|
2018
Q1 | – | Sell |
-70,900
| Closed | -$1.82M | – | 170 |
|
|
2017
Q4 | $1.82M | Hold |
70,900
| – | – | 0.08% | 74 |
|
|
2017
Q3 | $1.72M | Buy |
+70,900
| New | +$1.75M | 0.08% | 80 |
|
Other funds holding AVGO
Allen Investment Management's AVGO Position: Q2 2026 in Review
Allen Investment Management increased its Broadcom (AVGO) stake by 94% in Q2 2026, buying an estimated $113M and bringing the position to 583,292 shares worth $220M. The position accounts for 2.61% of the portfolio, ranked #14.
Allen Investment Management first reported a position in AVGO in Q3 2017 and has held it in 33 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Allen Investment Management held 583,292 shares of Broadcom worth $220M as of Q2 2026.
- Allen Investment Management bought 283,071 Broadcom shares in Q2 2026, an estimated $113M.
- Broadcom made up 2.61% of Allen Investment Management's portfolio in Q2 2026, its #14 holding.
- Allen Investment Management first reported a position in Broadcom in Q3 2017 and has held it in 33 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.