BIM
AVGO icon

Barton Investment Management’s Broadcom AVGO Stock Holding History

Barton 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 		$365K Sell
965
-30
-3% -$12K 0.05% 49
2026
Q1 		$308K Hold
995
– – 0.04% 50
2025
Q4 		$344K Sell
995
-32
-3% -$11.4K 0.04% 45
2025
Q3 		$339K Sell
1,027
-13
-1% -$3.99K 0.03% 45
2025
Q2 		$287K Buy
+1,040
New +$226K 0.03% 44
2025
Q1 		– Sell
-1,075
Closed -$249K – 47
2024
Q4 		$249K Buy
+1,075
New +$199K 0.03% 44

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Barton Investment Management's AVGO Position: Q2 2026 in Review

Barton Investment Management reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $12K and leaving 965 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #49.

Barton Investment Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 982 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Barton Investment Management held 965 shares of Broadcom worth $365K as of Q2 2026.
  • Barton Investment Management sold 30 Broadcom shares in Q2 2026, an estimated $12K.
  • Broadcom made up 0.05% of Barton Investment Management's portfolio in Q2 2026, its #49 holding.
  • Barton Investment Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 982 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.