BFIM
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Beese Fulmer Investment Management’s Broadcom AVGO Stock Holding History

Beese Fulmer 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 		$62.2M Sell
164,602
-3,698
-2% -$1.48M 3.59% 3
2026
Q1 		$52.1M Buy
168,300
+386
+0.2% +$127K 3.34% 3
2025
Q4 		$58.1M Sell
167,914
-428
-0.3% -$153K 3.78% 3
2025
Q3 		$55.5M Sell
168,342
-4,571
-3% -$1.4M 3.84% 3
2025
Q2 		$47.7M Sell
172,913
-607
-0.3% -$132K 3.55% 3
2025
Q1 		$29.1M Sell
173,520
-3,117
-2% -$660K 2.5% 6
2024
Q4 		$41M Sell
176,637
-2,777
-2% -$514K 3.49% 3
2024
Q3 		$30.9M Buy
179,414
+2,764
+2% +$443K 2.66% 5
2024
Q2 		$28.4M Buy
176,650
+900
+0.5% +$126K 2.58% 5
2024
Q1 		$23.3M Sell
175,750
-770
-0.4% -$95.4K 2.19% 6
2023
Q4 		$19.7M Buy
176,520
+420
+0.2% +$39.8K 2.04% 8
2023
Q3 		$14.6M Buy
176,100
+130
+0.1% +$11.3K 1.65% 16
2023
Q2 		$15.3M Buy
175,970
+410
+0.2% +$29.2K 1.65% 13
2023
Q1 		$11.3M Buy
175,560
+160,170
+1,041% +$9.64M 1.29% 25
2022
Q4 		$861K Buy
+15,390
New +$772K 0.1% 126
2020
Q3 		– Sell
-690
Closed -$22K – 220
2020
Q2 		$22K Buy
+690
New +$19.3K ﹤0.01% 396

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

Beese Fulmer Investment Management's AVGO Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $1.48M and leaving 164,602 shares worth $62.2M. The position accounts for 3.59% of the portfolio, ranked #3.

Beese Fulmer Investment Management first reported a position in AVGO in Q2 2020 and has held it in 16 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beese Fulmer Investment Management held 164,602 shares of Broadcom worth $62.2M as of Q2 2026.
  • Beese Fulmer Investment Management sold 3,698 Broadcom shares in Q2 2026, an estimated $1.48M.
  • Broadcom made up 3.59% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #3 holding.
  • Beese Fulmer Investment Management first reported a position in Broadcom in Q2 2020 and has held it in 16 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.