BFG
AVGO icon

Bleakley Financial Group’s Broadcom AVGO Stock Holding History

Bleakley Financial Group’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 		$75M Buy
198,505
+11,968
+6% +$4.8M 0.96% 18
2026
Q1 		$57.7M Buy
186,537
+4,603
+3% +$1.51M 0.9% 24
2025
Q4 		$63M Buy
181,934
+16,565
+10% +$5.92M 1.09% 19
2025
Q3 		$54.6M Buy
165,369
+4,038
+3% +$1.24M 1.27% 17
2025
Q2 		$44.5M Buy
161,331
+4,211
+3% +$914K 1.13% 18
2025
Q1 		$26.3M Buy
157,120
+13,682
+10% +$2.9M 0.84% 24
2024
Q4 		$33.3M Buy
143,438
+3,564
+3% +$659K 1% 18
2024
Q3 		$24.1M Sell
139,874
-5,506
-4% -$883K 0.74% 24
2024
Q2 		$23.3M Sell
145,380
-1,650
-1% -$231K 0.67% 24
2024
Q1 		$19.5M Buy
147,030
+1,380
+0.9% +$171K 0.56% 29
2023
Q4 		$16.3M Buy
145,650
+4,480
+3% +$424K 0.52% 37
2023
Q3 		$11.7M Sell
141,170
-8,790
-6% -$762K 0.41% 46
2023
Q2 		$13M Sell
149,960
-2,590
-2% -$185K 0.41% 50
2023
Q1 		$9.79M Buy
152,550
+19,580
+15% +$1.18M 0.33% 60
2022
Q4 		$7.43M Buy
+132,970
New +$6.67M 0.27% 75

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

Bleakley Financial Group's AVGO Position: Q2 2026 in Review

Bleakley Financial Group increased its Broadcom (AVGO) stake by 6.4% in Q2 2026, buying an estimated $4.8M and bringing the position to 198,505 shares worth $75M. The position accounts for 0.96% of the portfolio, ranked #18.

Bleakley Financial Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bleakley Financial Group held 198,505 shares of Broadcom worth $75M as of Q2 2026.
  • Bleakley Financial Group bought 11,968 Broadcom shares in Q2 2026, an estimated $4.8M.
  • Broadcom made up 0.96% of Bleakley Financial Group's portfolio in Q2 2026, its #18 holding.
  • Bleakley Financial Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.