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Benchmark Investment Advisors’s Broadcom AVGO Stock Holding History

Benchmark Investment 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 		$9.17M Buy
24,263
+5,622
+30% +$2.25M 4.02% 4
2026
Q1 		$5.77M Buy
+18,641
New +$6.13M 3.35% 5
2025
Q3 		$8.12M Buy
+24,601
New +$7.55M 4.72% 3
2025
Q1 		$5.39M Buy
32,213
+6,924
+27% +$1.47M 3.49% 5
2024
Q4 		$5.86M Sell
25,289
-689
-3% -$127K 3.82% 3
2024
Q3 		$4.48M Buy
25,978
+908
+4% +$146K 3.19% 4
2024
Q2 		$4.03M Sell
25,070
-460
-2% -$64.5K 2.91% 5
2024
Q1 		$3.38M Sell
25,530
-1,930
-7% -$239K 2.67% 6
2023
Q4 		$3.07M Buy
27,460
+2,080
+8% +$197K 2.84% 5
2023
Q3 		$2.11M Buy
25,380
+1,570
+7% +$136K 2.13% 12
2023
Q2 		$2.07M Buy
23,810
+1,430
+6% +$102K 1.9% 14
2023
Q1 		$1.44M Sell
22,380
-1,230
-5% -$74K 1.47% 25
2022
Q4 		$1.32M Buy
23,610
+12,590
+114% +$631K 1.39% 23
2022
Q3 		$489K Buy
+11,020
New +$563K 0.53% 53

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

Benchmark Investment Advisors's AVGO Position: Q2 2026 in Review

Benchmark Investment Advisors increased its Broadcom (AVGO) stake by 30% in Q2 2026, buying an estimated $2.25M and bringing the position to 24,263 shares worth $9.17M. The position accounts for 4.02% of the portfolio, ranked #4.

Benchmark Investment Advisors first reported a position in AVGO in Q3 2022 and has held it in 14 quarters since. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Benchmark Investment Advisors held 24,263 shares of Broadcom worth $9.17M as of Q2 2026.
  • Benchmark Investment Advisors bought 5,622 Broadcom shares in Q2 2026, an estimated $2.25M.
  • Broadcom made up 4.02% of Benchmark Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Benchmark Investment Advisors first reported a position in Broadcom in Q3 2022 and has held it in 14 quarters since.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.