AIM
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Aspen Investment Management’s Broadcom AVGO Stock Holding History

Aspen Investment 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 		$576K Sell
1,526
-584
-28% -$234K 0.15% 129
2026
Q1 		$653K Sell
2,110
-225
-10% -$74K 0.2% 110
2025
Q4 		$808K Buy
2,335
+283
+14% +$101K 0.24% 98
2025
Q3 		$677K Buy
2,052
+40
+2% +$12.3K 0.26% 93
2025
Q2 		$555K Buy
+2,012
New +$437K 0.23% 100

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

Aspen Investment Management's AVGO Position: Q2 2026 in Review

Aspen Investment Management reduced its Broadcom (AVGO) stake by 28% in Q2 2026, selling an estimated $234K and leaving 1,526 shares worth $576K. The position accounts for 0.15% of the portfolio, ranked #129.

Aspen Investment Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $808K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Aspen Investment Management held 1,526 shares of Broadcom worth $576K as of Q2 2026.
  • Aspen Investment Management sold 584 Broadcom shares in Q2 2026, an estimated $234K.
  • Broadcom made up 0.15% of Aspen Investment Management's portfolio in Q2 2026, its #129 holding.
  • Aspen Investment Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Aspen Investment Management's Broadcom position peaked at $808K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.