Baker Ellis Asset Management’s Broadcom AVGO Stock Holding History

Baker Ellis Asset 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	$15.2M	Buy	40,155 +80	+0.2%	+$32.1K	1.57%	16
2026 Q1	$12.4M	Sell	40,075 -289	-0.7%	-$95.1K	1.47%	18
2025 Q4	$14M	Sell	40,364 -1,162	-3%	-$416K	1.68%	15
2025 Q3	$13.7M	Sell	41,526 -519	-1%	-$159K	1.69%	14
2025 Q2	$11.6M	Sell	42,045 -810	-2%	-$176K	1.59%	19
2025 Q1	$7.18M	Sell	42,855 -1,245	-3%	-$263K	1.04%	29
2024 Q4	$10.2M	Sell	44,100 -485	-1%	-$89.7K	1.5%	17
2024 Q3	$7.69M	Buy	44,585 +1,055	+2%	+$169K	1.09%	29
2024 Q2	$6.99M	Buy	43,530 +1,510	+4%	+$212K	1.05%	26
2024 Q1	$5.57M	Buy	42,020 +800	+2%	+$99.1K	0.83%	34
2023 Q4	$4.6M	Buy	+41,220	New	+$3.9M	0.74%	42

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Ellis Asset Management's AVGO Position: Q2 2026 in Review

Baker Ellis Asset Management increased its Broadcom (AVGO) stake by 0.2% in Q2 2026, buying an estimated $32.1K and bringing the position to 40,155 shares worth $15.2M. The position accounts for 1.57% of the portfolio, ranked #16.

Baker Ellis Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Baker Ellis Asset Management held 40,155 shares of Broadcom worth $15.2M as of Q2 2026.
Baker Ellis Asset Management bought 80 Broadcom shares in Q2 2026, an estimated $32.1K.
Broadcom made up 1.57% of Baker Ellis Asset Management's portfolio in Q2 2026, its #16 holding.
Baker Ellis Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.