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AVGO icon

Bellwether Advisors’s Broadcom AVGO Stock Holding History

Bellwether Advisors’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 		$4.99M Sell
13,211
-22,590
-63% -$9.06M 0.74% 37
2026
Q1 		$11.1M Sell
35,801
-9,130
-20% -$3M 1.88% 12
2025
Q4 		$15.6M Buy
44,931
+52
+0.1% +$18.6K 2.48% 10
2025
Q3 		$14.8M Sell
44,879
-4,795
-10% -$1.47M 2.45% 7
2025
Q2 		$13.7M Sell
49,674
-15,737
-24% -$3.42M 2.34% 8
2025
Q1 		$11M Sell
65,411
-34,325
-34% -$7.26M 2.29% 10
2024
Q4 		$23.1M Buy
99,736
+9,871
+11% +$1.83M 4.13% 5
2024
Q3 		$15.5M Buy
89,865
+9,205
+11% +$1.48M 2.98% 9
2024
Q2 		$13M Buy
80,660
+22,730
+39% +$3.19M 2.72% 9
2024
Q1 		$7.68M Sell
57,930
-1,360
-2% -$169K 1.69% 12
2023
Q4 		$6.62M Buy
+59,290
New +$5.61M 1.63% 15
2023
Q2 		– Sell
-340
Closed -$21.8K – 112
2023
Q1 		$21.8K Hold
340
– – 0.01% 239
2022
Q4 		$19K Hold
340
– – 0.01% 243
2022
Q3 		$15K Buy
340
+250
+278% +$12.8K ﹤0.01% 235
2022
Q2 		$4K Hold
90
– – ﹤0.01% 290
2022
Q1 		$5K Hold
90
– – ﹤0.01% 352
2021
Q4 		$5K Hold
90
– – ﹤0.01% 387
2021
Q3 		$4K Hold
90
– – ﹤0.01% 382
2021
Q2 		$4K Hold
90
– – ﹤0.01% 329
2021
Q1 		$4K Buy
+90
New +$4.16K ﹤0.01% 306

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

Bellwether Advisors's AVGO Position: Q2 2026 in Review

Bellwether Advisors reduced its Broadcom (AVGO) stake by 63% in Q2 2026, selling an estimated $9.06M and leaving 13,211 shares worth $4.99M. The position accounts for 0.74% of the portfolio, ranked #37.

Bellwether Advisors first reported a position in AVGO in Q1 2021 and has held it in 20 quarters since. The position peaked at $23.1M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bellwether Advisors held 13,211 shares of Broadcom worth $4.99M as of Q2 2026.
  • Bellwether Advisors sold 22,590 Broadcom shares in Q2 2026, an estimated $9.06M.
  • Broadcom made up 0.74% of Bellwether Advisors's portfolio in Q2 2026, its #37 holding.
  • Bellwether Advisors first reported a position in Broadcom in Q1 2021 and has held it in 20 quarters since.
  • Bellwether Advisors's Broadcom position peaked at $23.1M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.