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Breakwater Investment Management’s Broadcom AVGO Stock Holding History

Breakwater Investment 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 		$69.5K Buy
184
+14
+8% +$5.61K 0.02% 146
2026
Q1 		$52.6K Sell
170
-8
-4% -$2.63K 0.02% 157
2025
Q4 		$61.6K Sell
178
-10
-5% -$3.58K 0.02% 144
2025
Q3 		$62K Buy
188
+28
+18% +$8.59K 0.02% 145
2025
Q2 		$44.1K Hold
160
– – 0.02% 161
2025
Q1 		$26.8K Hold
160
– – 0.01% 184
2024
Q4 		$37.1K Hold
160
– – 0.02% 158
2024
Q3 		$27.6K Hold
160
– – 0.01% 176
2024
Q2 		$25.7K Hold
160
– – 0.01% 174
2024
Q1 		$21.2K Buy
+160
New +$19.8K 0.01% 184

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

Breakwater Investment Management's AVGO Position: Q2 2026 in Review

Breakwater Investment Management increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $5.61K and bringing the position to 184 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #146.

Breakwater Investment Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Breakwater Investment Management held 184 shares of Broadcom worth $69.5K as of Q2 2026.
  • Breakwater Investment Management bought 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 0.02% of Breakwater Investment Management's portfolio in Q2 2026, its #146 holding.
  • Breakwater Investment Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.