BIAS
AVGO icon

Beacon Investment Advisory Services’s Broadcom AVGO Stock Holding History

Beacon Investment Advisory 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 		$23.4M Sell
61,941
-3,600
-5% -$1.44M 0.87% 34
2026
Q1 		$20.3M Sell
65,541
-4,973
-7% -$1.64M 0.83% 34
2025
Q4 		$24.4M Sell
70,514
-6,280
-8% -$2.25M 1% 32
2025
Q3 		$25.3M Sell
76,794
-7,327
-9% -$2.25M 1.07% 29
2025
Q2 		$23.2M Sell
84,121
-8,155
-9% -$1.77M 1.02% 33
2025
Q1 		$15.4M Sell
92,276
-15,226
-14% -$3.22M 0.72% 48
2024
Q4 		$24.9M Buy
107,502
+942
+0.9% +$174K 1.08% 33
2024
Q3 		$18.4M Sell
106,560
-770
-0.7% -$123K 0.76% 45
2024
Q2 		$17.2M Sell
107,330
-4,430
-4% -$621K 0.74% 46
2024
Q1 		$14.8M Sell
111,760
-28,510
-20% -$3.53M 0.64% 50
2023
Q4 		$15.7M Sell
140,270
-65,670
-32% -$6.22M 0.71% 46
2023
Q3 		$17.1M Sell
205,940
-980
-0.5% -$84.9K 0.84% 41
2023
Q2 		$17.9M Buy
206,920
+22,610
+12% +$1.61M 0.83% 37
2023
Q1 		$11.8M Buy
184,310
+2,780
+2% +$167K 0.57% 51
2022
Q4 		$10.1M Sell
181,530
-70
-0% -$3.51K 0.52% 53
2022
Q3 		$8.06M Sell
181,600
-46,060
-20% -$2.35M 0.44% 62
2022
Q2 		$11.1M Buy
227,660
+3,300
+1% +$185K 0.58% 52
2022
Q1 		$14.1M Buy
224,360
+5,790
+3% +$344K 0.6% 52
2021
Q4 		$14.5M Buy
218,570
+2,450
+1% +$138K 0.57% 52
2021
Q3 		$10.5M Buy
216,120
+3,200
+2% +$156K 0.43% 61
2021
Q2 		$10.2M Buy
212,920
+8,260
+4% +$383K 0.41% 62
2021
Q1 		$9.49M Buy
204,660
+4,510
+2% +$209K 0.41% 63
2020
Q4 		$8.76M Buy
200,150
+5,370
+3% +$209K 0.4% 66
2020
Q3 		$7.1M Buy
194,780
+86,560
+80% +$2.9M 0.37% 69
2020
Q2 		$3.42M Buy
108,220
+7,790
+8% +$218K 0.19% 92
2020
Q1 		$2.38M Buy
100,430
+14,850
+17% +$418K 0.17% 100
2019
Q4 		$2.7M Buy
85,580
+1,610
+2% +$48.9K 0.14% 118
2019
Q3 		$2.32M Buy
+83,970
New +$2.39M 0.23% 85
2019
Q1 		– Sell
-23,870
Closed -$607K – 225
2018
Q4 		$607K Buy
23,870
+480
+2% +$11.3K 0.07% 143
2018
Q3 		$577K Sell
23,390
-760
-3% -$17K 0.06% 146
2018
Q2 		$586K Buy
24,150
+150
+0.6% +$3.68K 0.06% 142
2018
Q1 		$566K Buy
+24,000
New +$604K 0.06% 147

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Beacon Investment Advisory Services's AVGO Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Broadcom (AVGO) stake by 5.5% in Q2 2026, selling an estimated $1.44M and leaving 61,941 shares worth $23.4M. The position accounts for 0.87% of the portfolio, ranked #34.

Beacon Investment Advisory Services first reported a position in AVGO in Q1 2018 and has held it in 32 quarters since. The position peaked at $25.3M in Q3 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beacon Investment Advisory Services held 61,941 shares of Broadcom worth $23.4M as of Q2 2026.
  • Beacon Investment Advisory Services sold 3,600 Broadcom shares in Q2 2026, an estimated $1.44M.
  • Broadcom made up 0.87% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #34 holding.
  • Beacon Investment Advisory Services first reported a position in Broadcom in Q1 2018 and has held it in 32 quarters since.
  • Beacon Investment Advisory Services's Broadcom position peaked at $25.3M in Q3 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.