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Allied Investment Advisors’s Broadcom AVGO Stock Holding History

Allied 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 		$959K Sell
2,539
-399
-14% -$160K 0.12% 57
2026
Q1 		$909K Hold
2,938
– – 0.13% 53
2025
Q4 		$1.02M Buy
2,938
+55
+2% +$19.7K 0.16% 52
2025
Q3 		$951K Buy
2,883
+1,999
+226% +$613K 0.15% 51
2025
Q2 		$244K Buy
+884
New +$192K 0.04% 78

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

Allied Investment Advisors's AVGO Position: Q2 2026 in Review

Allied Investment Advisors reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $160K and leaving 2,539 shares worth $959K. The position accounts for 0.12% of the portfolio, ranked #57.

Allied Investment Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Allied Investment Advisors held 2,539 shares of Broadcom worth $959K as of Q2 2026.
  • Allied Investment Advisors sold 399 Broadcom shares in Q2 2026, an estimated $160K.
  • Broadcom made up 0.12% of Allied Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Allied Investment Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Allied Investment Advisors's Broadcom position peaked at $1.02M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.