BC
AVGO icon

Barrett & Company’s Broadcom AVGO Stock Holding History

Barrett & Company’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 		$86.1K Buy
228
+75
+49% +$30.1K 0.02% 258
2026
Q1 		$47.4K Sell
153
-565
-79% -$186K 0.02% 292
2025
Q4 		$249K Sell
718
-85
-11% -$30.4K 0.08% 137
2025
Q3 		$265K Buy
803
+670
+504% +$206K 0.09% 129
2025
Q2 		$36.7K Hold
133
– – 0.01% 338
2025
Q1 		$22.3K Buy
133
+10
+8% +$2.12K 0.01% 366
2024
Q4 		$28.5K Buy
123
+13
+12% +$2.4K 0.01% 340
2024
Q3 		$19K Hold
110
– – 0.01% 370
2024
Q2 		$17.7K Sell
110
-650
-86% -$91.1K 0.01% 385
2024
Q1 		$101K Buy
760
+650
+591% +$80.5K 0.05% 204
2023
Q4 		$12.3K Hold
110
– – 0.01% 403
2023
Q3 		$9.14K Hold
110
– – 0.01% 427
2023
Q2 		$9.54K Hold
110
– – 0.01% 414
2023
Q1 		$7.06K Hold
110
– – ﹤0.01% 416
2022
Q4 		$6.15K Hold
110
– – ﹤0.01% 429
2022
Q3 		$6.15K Buy
+110
New +$5.62K ﹤0.01% 429

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barrett & Company's AVGO Position: Q2 2026 in Review

Barrett & Company increased its Broadcom (AVGO) stake by 49% in Q2 2026, buying an estimated $30.1K and bringing the position to 228 shares worth $86.1K. The position accounts for 0.02% of the portfolio, ranked #258.

Barrett & Company first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $265K in Q3 2025. 2,303 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Barrett & Company held 228 shares of Broadcom worth $86.1K as of Q2 2026.
  • Barrett & Company bought 75 Broadcom shares in Q2 2026, an estimated $30.1K.
  • Broadcom made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #258 holding.
  • Barrett & Company first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Broadcom position peaked at $265K in Q3 2025.
  • 2,303 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.