BDF
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Black Diamond Financial’s Broadcom AVGO Stock Holding History

Black Diamond Financial’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 		$206K Sell
545
-367
-40% -$147K 0.02% 195
2026
Q1 		$282K Sell
912
-26
-3% -$8.55K 0.03% 149
2025
Q4 		$324K Sell
938
-70
-7% -$25K 0.03% 130
2025
Q3 		$333K Buy
1,008
+31
+3% +$9.51K 0.04% 121
2025
Q2 		$269K Buy
+977
New +$212K 0.04% 117
2025
Q1 		– Sell
-1,262
Closed -$293K – 147
2024
Q4 		$293K Buy
+1,262
New +$233K 0.04% 115

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

Black Diamond Financial's AVGO Position: Q2 2026 in Review

Black Diamond Financial reduced its Broadcom (AVGO) stake by 40% in Q2 2026, selling an estimated $147K and leaving 545 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #195.

Black Diamond Financial first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $333K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Black Diamond Financial held 545 shares of Broadcom worth $206K as of Q2 2026.
  • Black Diamond Financial sold 367 Broadcom shares in Q2 2026, an estimated $147K.
  • Broadcom made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #195 holding.
  • Black Diamond Financial first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Black Diamond Financial's Broadcom position peaked at $333K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.