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Applied Finance Capital Management’s Broadcom AVGO Stock Holding History

Applied Finance Capital Management’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 		$10.4M Sell
27,591
-23,680
-46% -$9.49M 0.78% 48
2026
Q1 		$15.9M Buy
51,271
+19,886
+63% +$6.54M 1.19% 35
2025
Q4 		$10.9M Sell
31,385
-3,460
-10% -$1.24M 0.78% 51
2025
Q3 		$11.5M Sell
34,845
-7,850
-18% -$2.41M 0.82% 49
2025
Q2 		$11.8M Buy
42,695
+2,587
+6% +$562K 0.8% 48
2025
Q1 		$6.72M Buy
40,108
+473
+1% +$100K 0.49% 54
2024
Q4 		$9.19M Buy
39,635
+275
+0.7% +$50.9K 0.4% 54
2024
Q3 		$6.79M Sell
39,360
-3,540
-8% -$568K 0.29% 53
2024
Q2 		$6.89M Buy
+42,900
New +$6.01M 0.32% 53

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

Applied Finance Capital Management's AVGO Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Broadcom (AVGO) stake by 46% in Q2 2026, selling an estimated $9.49M and leaving 27,591 shares worth $10.4M. The position accounts for 0.78% of the portfolio, ranked #48.

Applied Finance Capital Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.9M in Q1 2026. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Applied Finance Capital Management held 27,591 shares of Broadcom worth $10.4M as of Q2 2026.
  • Applied Finance Capital Management sold 23,680 Broadcom shares in Q2 2026, an estimated $9.49M.
  • Broadcom made up 0.78% of Applied Finance Capital Management's portfolio in Q2 2026, its #48 holding.
  • Applied Finance Capital Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Applied Finance Capital Management's Broadcom position peaked at $15.9M in Q1 2026.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.