BFS
AVGO icon

Bare Financial Services’s Broadcom AVGO Stock Holding History

Bare Financial Services’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 		$219K Buy
581
+204
+54% +$81.8K 0.05% 47
2026
Q1 		$117K Buy
377
+64
+20% +$21.1K 0.03% 56
2025
Q4 		$108K Buy
313
+14
+5% +$5.01K 0.03% 63
2025
Q3 		$98.6K Buy
299
+31
+12% +$9.51K 0.03% 60
2025
Q2 		$73.9K Buy
268
+222
+483% +$48.2K 0.02% 59
2025
Q1 		$7.7K Buy
+46
New +$9.74K ﹤0.01% 123
2024
Q4 		– Sell
-7
Closed -$1.21K – 148
2024
Q3 		$1.21K Sell
7
-63
-90% -$10.1K ﹤0.01% 131
2024
Q2 		$1.13K Buy
+70
New +$9.81K ﹤0.01% 130

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

Bare Financial Services's AVGO Position: Q2 2026 in Review

Bare Financial Services increased its Broadcom (AVGO) stake by 54% in Q2 2026, buying an estimated $81.8K and bringing the position to 581 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #47.

Bare Financial Services first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bare Financial Services held 581 shares of Broadcom worth $219K as of Q2 2026.
  • Bare Financial Services bought 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 0.05% of Bare Financial Services's portfolio in Q2 2026, its #47 holding.
  • Bare Financial Services first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.