AI
AVGO icon

AXS Investments’s Broadcom AVGO Stock Holding History

AXS Investments’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 		$2.6M Buy
6,871
+37
+0.5% +$14.8K 0.74% 19
2026
Q1 		$2.12M Buy
6,834
+2,535
+59% +$834K 0.85% 33
2025
Q4 		$1.49M Sell
4,299
-19
-0.4% -$6.79K 0.51% 57
2025
Q3 		$1.42M Buy
4,318
+649
+18% +$199K 0.45% 62
2025
Q2 		$1.01M Sell
3,669
-4,144
-53% -$900K 0.41% 89
2025
Q1 		$1.31M Sell
7,813
-2,179
-22% -$461K 0.36% 122
2024
Q4 		$2.32M Buy
9,992
+687
+7% +$127K 0.65% 32
2024
Q3 		$1.61M Sell
9,305
-14,125
-60% -$2.26M 0.43% 94
2024
Q2 		$3.76M Buy
23,430
+11,150
+91% +$1.56M 1.05% 16
2024
Q1 		$1.63M Sell
12,280
-3,950
-24% -$489K 0.39% 78
2023
Q4 		$1.81M Buy
16,230
+550
+4% +$52.1K 0.43% 69
2023
Q3 		$1.3M Sell
15,680
-2,830
-15% -$245K 0.34% 85
2023
Q2 		$1.61M Sell
18,510
-5,250
-22% -$374K 0.43% 58
2023
Q1 		$1.52M Sell
23,760
-2,820
-11% -$170K 0.5% 45
2022
Q4 		$1.49M Buy
26,580
+550
+2% +$27.6K 0.53% 45
2022
Q3 		$1.16M Buy
26,030
+2,970
+13% +$152K 0.45% 54
2022
Q2 		$1.12M Buy
23,060
+15,860
+220% +$890K 0.4% 68
2022
Q1 		$453K Sell
7,200
-13,030
-64% -$774K 0.18% 90
2021
Q4 		$1.35M Buy
+20,230
New +$1.14M 0.32% 65
2021
Q3 		– Sell
-14,230
Closed -$679K – 111
2021
Q2 		$679K Buy
14,230
+3,040
+27% +$141K 0.21% 95
2021
Q1 		$519K Buy
+11,190
New +$517K 0.18% 101

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

AXS Investments's AVGO Position: Q2 2026 in Review

AXS Investments increased its Broadcom (AVGO) stake by 0.54% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,871 shares worth $2.6M. The position accounts for 0.74% of the portfolio, ranked #19.

AXS Investments first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.76M in Q2 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AXS Investments held 6,871 shares of Broadcom worth $2.6M as of Q2 2026.
  • AXS Investments bought 37 Broadcom shares in Q2 2026, an estimated $14.8K.
  • Broadcom made up 0.74% of AXS Investments's portfolio in Q2 2026, its #19 holding.
  • AXS Investments first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Broadcom position peaked at $3.76M in Q2 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.