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Allen Mooney & Barnes Investment Advisors’s Broadcom AVGO Stock Holding History

Allen Mooney & Barnes Investment 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 		$756K Sell
2,002
-220
-10% -$88.2K 0.12% 80
2026
Q1 		$688K Buy
2,222
+55
+3% +$18.1K 0.1% 88
2025
Q4 		$750K Sell
2,167
-42
-2% -$15K 0.11% 84
2025
Q3 		$729K Sell
2,209
-25
-1% -$7.67K 0.11% 83
2025
Q2 		$616K Sell
2,234
-139
-6% -$30.2K 0.1% 91
2025
Q1 		$397K Sell
2,373
-213
-8% -$45.1K 0.06% 112
2024
Q4 		$599K Sell
2,586
-203
-7% -$37.5K 0.1% 90
2024
Q3 		$481K Buy
2,789
+379
+16% +$60.8K 0.08% 104
2024
Q2 		$388K Buy
+2,410
New +$338K 0.07% 118
2023
Q2 		– Sell
-140,680
Closed -$9.03M – 144
2023
Q1 		$9.03M Buy
140,680
+6,480
+5% +$390K 2.16% 17
2022
Q4 		$7.5M Buy
134,200
+9,340
+7% +$468K 1.8% 26
2022
Q3 		$5.54M Buy
124,860
+6,470
+5% +$331K 1.48% 28
2022
Q2 		$5.75M Buy
118,390
+11,670
+11% +$655K 1.47% 30
2022
Q1 		$6.72M Buy
+106,720
New +$6.34M 1.49% 28

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 Mooney & Barnes Investment Advisors's AVGO Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Broadcom (AVGO) stake by 9.9% in Q2 2026, selling an estimated $88.2K and leaving 2,002 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #80.

Allen Mooney & Barnes Investment Advisors first reported a position in AVGO in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.03M in Q1 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 2,002 shares of Broadcom worth $756K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 220 Broadcom shares in Q2 2026, an estimated $88.2K.
  • Broadcom made up 0.12% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Broadcom in Q1 2022 and has held it in 14 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Broadcom position peaked at $9.03M in Q1 2023.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.