BAM
AVGO icon

Bell Asset Management’s Broadcom AVGO Stock Holding History

Bell Asset 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 		$15.1M Sell
39,992
-716
-2% -$287K 4.03% 5
2026
Q1 		$12.6M Buy
40,708
+7,656
+23% +$2.52M 3.71% 6
2025
Q4 		$11.5M Buy
33,052
+11,931
+56% +$4.27M 3.07% 6
2025
Q3 		$6.97M Sell
21,121
-11,033
-34% -$3.38M 1.9% 9
2025
Q2 		$8.86M Sell
32,154
-21,705
-40% -$4.71M 1.95% 8
2025
Q1 		$9.02M Buy
53,859
+15,267
+40% +$3.23M 1.66% 15
2024
Q4 		$8.95M Buy
+38,592
New +$7.14M 1.63% 15

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

Bell Asset Management's AVGO Position: Q2 2026 in Review

Bell Asset Management reduced its Broadcom (AVGO) stake by 1.8% in Q2 2026, selling an estimated $287K and leaving 39,992 shares worth $15.1M. The position accounts for 4.03% of the portfolio, ranked #5.

Bell Asset Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bell Asset Management held 39,992 shares of Broadcom worth $15.1M as of Q2 2026.
  • Bell Asset Management sold 716 Broadcom shares in Q2 2026, an estimated $287K.
  • Broadcom made up 4.03% of Bell Asset Management's portfolio in Q2 2026, its #5 holding.
  • Bell Asset Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bell Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.