Bellevue Asset Management’s Broadcom AVGO Stock Holding History

Bellevue 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	$823K	Buy	2,178 +14	+0.6%	+$5.61K	0.38%	43
2026 Q1	$670K	Buy	2,164 +724	+50%	+$238K	0.34%	41
2025 Q4	$498K	Sell	1,440 -1,204	-46%	-$431K	0.16%	49
2025 Q3	$872K	Buy	2,644 +1,039	+65%	+$319K	0.4%	32
2025 Q2	$442K	Buy	1,605 +1,434	+839%	+$311K	0.22%	46
2025 Q1	$28.6K	Buy	171 +30	+21%	+$6.35K	0.02%	202
2024 Q4	$32.7K	Buy	+141	New	+$26.1K	0.02%	195
2021 Q2	–	Sell	-320	Closed	-$15K	–	592
2021 Q1	$15K	Hold	320	–	–	0.01%	313
2020 Q4	$15K	Hold	320	–	–	0.01%	308
2020 Q3	$12K	Sell	320 -70	-18%	-$2.35K	0.01%	309
2020 Q2	$12K	Sell	390 -50	-11%	-$1.4K	0.01%	315
2020 Q1	$12K	Buy	+440	New	+$12.4K	0.01%	314

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bellevue Asset Management increased its Broadcom (AVGO) stake by 0.65% in Q2 2026, buying an estimated $5.61K and bringing the position to 2,178 shares worth $823K. The position accounts for 0.38% of the portfolio, ranked #43.

Bellevue Asset Management first reported a position in AVGO in Q1 2020 and has held it in 12 quarters since. The position peaked at $872K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Bellevue Asset Management held 2,178 shares of Broadcom worth $823K as of Q2 2026.
Bellevue Asset Management bought 14 Broadcom shares in Q2 2026, an estimated $5.61K.
Broadcom made up 0.38% of Bellevue Asset Management's portfolio in Q2 2026, its #43 holding.
Bellevue Asset Management first reported a position in Broadcom in Q1 2020 and has held it in 12 quarters since.
Bellevue Asset Management's Broadcom position peaked at $872K in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.