Alpha Family Trust’s Broadcom AVGO Stock Holding History

Alpha Family Trust’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	$9.52M	Hold	25,200	–	–	3.83%	7
2026 Q1	$7.8M	Sell	25,200 -1,350	-5%	-$444K	3.79%	6
2025 Q4	$9.19M	Hold	26,550	–	–	4.19%	6
2025 Q3	$8.76M	Hold	26,550	–	–	4.11%	6
2025 Q2	$7.32M	Hold	26,550	–	–	3.62%	7
2025 Q1	$4.45M	Hold	26,550	–	–	2.59%	9
2024 Q4	$6.16M	Hold	26,550	–	–	3.46%	9
2024 Q3	$4.58M	Hold	26,550	–	–	2.56%	11
2024 Q2	$4.26M	Hold	26,550	–	–	2.5%	11
2024 Q1	$3.52M	Hold	26,550	–	–	2.13%	11
2023 Q4	$2.96M	Buy	26,550 +2,400	+10%	+$227K	2%	12
2023 Q3	$2.01M	Hold	24,150	–	–	1.53%	12
2023 Q2	$2.09M	Hold	24,150	–	–	1.46%	12
2023 Q1	$1.55M	Hold	24,150	–	–	1.23%	12
2022 Q4	$1.35M	Buy	+24,150	New	+$1.21M	1.22%	12
2022 Q3	–	Sell	-6,100	Closed	-$296K	–	48
2022 Q2	$296K	Buy	+6,100	New	+$342K	0.19%	36

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alpha Family Trust's AVGO Position: Q2 2026 in Review

Alpha Family Trust held its Broadcom (AVGO) position steady in Q2 2026 at 25,200 shares worth $9.52M. The position accounts for 3.83% of the portfolio, ranked #7.

Alpha Family Trust first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Alpha Family Trust held 25,200 shares of Broadcom worth $9.52M as of Q2 2026.
Alpha Family Trust left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 3.83% of Alpha Family Trust's portfolio in Q2 2026, its #7 holding.
Alpha Family Trust first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.