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Bawa N Mallick Trust’s Broadcom AVGO Stock Holding History

Bawa N Mallick Trust’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 		$944K Hold
2,500
– – 0.31% 51
2026
Q1 		$774K Hold
2,500
– – 0.32% 49
2025
Q4 		$865K Hold
2,500
– – 0.32% 47
2025
Q3 		$825K Hold
2,500
– – 0.31% 47
2025
Q2 		$689K Hold
2,500
– – 0.28% 49
2025
Q1 		$419K Hold
2,500
– – 0.2% 53
2024
Q4 		$580K Buy
+2,500
New +$462K 0.25% 52

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

Bawa N Mallick Trust's AVGO Position: Q2 2026 in Review

Bawa N Mallick Trust held its Broadcom (AVGO) position steady in Q2 2026 at 2,500 shares worth $944K. The position accounts for 0.31% of the portfolio, ranked #51.

Bawa N Mallick Trust first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bawa N Mallick Trust held 2,500 shares of Broadcom worth $944K as of Q2 2026.
  • Bawa N Mallick Trust left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.31% of Bawa N Mallick Trust's portfolio in Q2 2026, its #51 holding.
  • Bawa N Mallick Trust first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.