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AVGO icon

Avalon Trust’s Broadcom AVGO Stock Holding History

Avalon 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 		$112M Sell
297,284
-268
-0.1% -$107K 6.91% 4
2026
Q1 		$92.1M Sell
297,552
-34,471
-10% -$11.3M 6.35% 4
2025
Q4 		$115M Sell
332,023
-3,400
-1% -$1.22M 7.43% 3
2025
Q3 		$111M Sell
335,423
-5,148
-2% -$1.58M 7.18% 3
2025
Q2 		$93.9M Sell
340,571
-12,957
-4% -$2.81M 6.86% 3
2025
Q1 		$59.2M Buy
353,528
+7,122
+2% +$1.51M 4.71% 7
2024
Q4 		$80.3M Sell
346,406
-840
-0.2% -$155K 5.71% 6
2024
Q3 		$59.9M Sell
347,246
-83,754
-19% -$13.4M 4.43% 6
2024
Q2 		$69.2M Sell
431,000
-1,860
-0.4% -$261K 5.48% 5
2024
Q1 		$57.4M Sell
432,860
-5,000
-1% -$620K 4.71% 5
2023
Q4 		$48.9M Sell
437,860
-6,050
-1% -$573K 4.47% 5
2023
Q3 		$36.9M Sell
443,910
-2,900
-0.6% -$251K 3.65% 6
2023
Q2 		$38.8M Sell
446,810
-49,400
-10% -$3.52M 3.51% 6
2023
Q1 		$31.8M Buy
+496,210
New +$29.9M 3.16% 7

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

Avalon Trust's AVGO Position: Q2 2026 in Review

Avalon Trust reduced its Broadcom (AVGO) stake by 0.09% in Q2 2026, selling an estimated $107K and leaving 297,284 shares worth $112M. The position accounts for 6.91% of the portfolio, ranked #4.

Avalon Trust first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $115M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avalon Trust held 297,284 shares of Broadcom worth $112M as of Q2 2026.
  • Avalon Trust sold 268 Broadcom shares in Q2 2026, an estimated $107K.
  • Broadcom made up 6.91% of Avalon Trust's portfolio in Q2 2026, its #4 holding.
  • Avalon Trust first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Broadcom position peaked at $115M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.