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Azimuth Capital Investment Management’s Broadcom AVGO Stock Holding History

Azimuth Capital 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 		$94M Sell
248,796
-3,045
-1% -$1.22M 3.17% 3
2026
Q1 		$77.9M Buy
251,841
+1,707
+0.7% +$562K 2.93% 4
2025
Q4 		$86.6M Sell
250,134
-4,164
-2% -$1.49M 3.1% 4
2025
Q3 		$83.9M Sell
254,298
-22,334
-8% -$6.85M 3.01% 4
2025
Q2 		$76.3M Sell
276,632
-598
-0.2% -$130K 2.84% 4
2025
Q1 		$46.4M Buy
277,230
+71,435
+35% +$15.1M 1.85% 6
2024
Q4 		$47.7M Sell
205,795
-51,344
-20% -$9.5M 1.85% 7
2024
Q3 		$44.4M Buy
257,139
+889
+0.3% +$143K 1.72% 5
2024
Q2 		$41.1M Buy
256,250
+3,210
+1% +$450K 1.67% 7
2024
Q1 		$33.5M Sell
253,040
-139,030
-35% -$17.2M 1.38% 10
2023
Q4 		$43.8M Sell
392,070
-2,280
-0.6% -$216K 1.97% 4
2023
Q3 		$32.8M Sell
394,350
-4,800
-1% -$416K 1.61% 6
2023
Q2 		$34.6M Sell
399,150
-41,790
-9% -$2.98M 1.65% 4
2023
Q1 		$28.3M Sell
440,940
-7,300
-2% -$439K 1.39% 6
2022
Q4 		$25.1M Sell
448,240
-3,390
-0.8% -$170K 1.27% 13
2022
Q3 		$20.1M Buy
451,630
+131,210
+41% +$6.7M 1.1% 19
2022
Q2 		$15.6M Buy
+320,420
New +$18M 0.78% 34

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 $3.38T AUM 44.17% 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

Azimuth Capital Investment Management's AVGO Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $1.22M and leaving 248,796 shares worth $94M. The position accounts for 3.17% of the portfolio, ranked #3.

Azimuth Capital Investment Management first reported a position in AVGO in Q2 2022 and has held it in 17 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Azimuth Capital Investment Management held 248,796 shares of Broadcom worth $94M as of Q2 2026.
  • Azimuth Capital Investment Management sold 3,045 Broadcom shares in Q2 2026, an estimated $1.22M.
  • Broadcom made up 3.17% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #3 holding.
  • Azimuth Capital Investment Management first reported a position in Broadcom in Q2 2022 and has held it in 17 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.