Boltwood Capital Management’s Broadcom AVGO Stock Holding History

Boltwood Capital 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	$2.04M	Buy	5,398 +983	+22%	+$394K	0.47%	54
2026 Q1	$1.37M	Buy	4,415 +957	+28%	+$315K	0.35%	67
2025 Q4	$1.2M	Buy	3,458 +79	+2%	+$28.3K	0.31%	73
2025 Q3	$1.11M	Buy	3,379 +123	+4%	+$37.7K	0.3%	76
2025 Q2	$898K	Buy	3,256 +843	+35%	+$183K	0.26%	87
2025 Q1	$404K	Buy	2,413 +638	+36%	+$135K	0.12%	133
2024 Q4	$412K	Buy	1,775 +75	+4%	+$13.9K	0.13%	130
2024 Q3	$293K	Buy	1,700 +300	+21%	+$48.1K	0.09%	145
2024 Q2	$225K	Buy	+1,400	New	+$196K	0.07%	160
2020 Q1	–	Sell	-7,250	Closed	-$229K	–	128
2019 Q4	$229K	Sell	7,250 -1,250	-15%	-$38K	0.13%	134
2019 Q3	$235K	Hold	8,500	–	–	0.15%	125
2019 Q2	$245K	Sell	8,500 -1,490	-15%	-$43.4K	0.16%	125
2019 Q1	$300K	Sell	9,990 -500	-5%	-$13.6K	0.2%	115
2018 Q4	$266K	Sell	10,490 -1,490	-12%	-$35.2K	0.18%	111
2018 Q3	$295K	Sell	11,980 -2,980	-20%	-$66.8K	0.18%	118
2018 Q2	$362K	Buy	+14,960	New	+$367K	0.24%	107

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

Boltwood Capital Management's AVGO Position: Q2 2026 in Review

Boltwood Capital Management increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $394K and bringing the position to 5,398 shares worth $2.04M. The position accounts for 0.47% of the portfolio, ranked #54.

Boltwood Capital Management first reported a position in AVGO in Q2 2018 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Boltwood Capital Management held 5,398 shares of Broadcom worth $2.04M as of Q2 2026.
Boltwood Capital Management bought 983 Broadcom shares in Q2 2026, an estimated $394K.
Broadcom made up 0.47% of Boltwood Capital Management's portfolio in Q2 2026, its #54 holding.
Boltwood Capital Management first reported a position in Broadcom in Q2 2018 and has held it in 16 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.