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Beaton Management Company’s Broadcom AVGO Stock Holding History

Beaton Management 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 		$210K Buy
+555
New +$223K 0.09% 153
2025
Q4 		– Sell
-655
Closed -$216K – 150
2025
Q3 		$216K Buy
+655
New +$201K 0.1% 139

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

Beaton Management Company's AVGO Position: Q2 2026 in Review

Beaton Management Company opened a new position in Broadcom (AVGO) in Q2 2026: 555 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in AVGO as recently as Q3 2025.

Beaton Management Company first reported a position in AVGO in Q3 2025 and has held it in 2 quarters since. The position peaked at $216K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beaton Management Company held 555 shares of Broadcom worth $210K as of Q2 2026.
  • Broadcom was a new Beaton Management Company position in Q2 2026.
  • Broadcom made up 0.09% of Beaton Management Company's portfolio in Q2 2026, its #153 holding.
  • Beaton Management Company first reported a position in Broadcom in Q3 2025 and has held it in 2 quarters since.
  • Beaton Management Company's Broadcom position peaked at $216K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.