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Brooks Moore & Associates’s Broadcom AVGO Stock Holding History

Brooks Moore & Associates’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 		$1.23M Hold
3,260
– – 0.55% 52
2026
Q1 		$1.01M Hold
3,260
– – 0.51% 53
2025
Q4 		$1.13M Hold
3,260
– – 0.55% 54
2025
Q3 		$1.08M Hold
3,260
– – 0.55% 54
2025
Q2 		$957K Hold
3,260
– – 0.52% 54
2025
Q1 		$546K Sell
3,260
-100
-3% -$21.2K 0.31% 71
2024
Q4 		$779K Sell
3,360
-1,065
-24% -$197K 0.46% 55
2024
Q3 		$763K Buy
4,425
+1,855
+72% +$297K 0.45% 55
2024
Q2 		$413K Sell
2,570
-800
-24% -$112K 0.27% 66
2024
Q1 		$447K Hold
3,370
– – 0.29% 66
2023
Q4 		$376K Sell
3,370
-1,050
-24% -$99.4K 0.26% 66
2023
Q3 		$367K Buy
4,420
+220
+5% +$19.1K 0.28% 64
2023
Q2 		$364K Sell
4,200
-1,400
-25% -$99.8K 0.26% 65
2023
Q1 		$359K Sell
5,600
-350
-6% -$21.1K 0.26% 66
2022
Q4 		$333K Sell
5,950
-100
-2% -$5.01K 0.24% 67
2022
Q3 		$269K Sell
6,050
-600
-9% -$30.7K 0.22% 67
2022
Q2 		$323K Hold
6,650
– – 0.23% 68
2022
Q1 		$419K Hold
6,650
– – 0.26% 69
2021
Q4 		$442K Hold
6,650
– – 0.26% 74
2021
Q3 		$322K Hold
6,650
– – 0.21% 80
2021
Q2 		$317K Buy
6,650
+1,350
+25% +$62.6K 0.2% 83
2021
Q1 		$246K Hold
5,300
– – 0.17% 87
2020
Q4 		$232K Buy
+5,300
New +$207K 0.18% 86

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

Brooks Moore & Associates's AVGO Position: Q2 2026 in Review

Brooks Moore & Associates held its Broadcom (AVGO) position steady in Q2 2026 at 3,260 shares worth $1.23M. The position accounts for 0.55% of the portfolio, ranked #52.

Brooks Moore & Associates first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brooks Moore & Associates held 3,260 shares of Broadcom worth $1.23M as of Q2 2026.
  • Brooks Moore & Associates left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.55% of Brooks Moore & Associates's portfolio in Q2 2026, its #52 holding.
  • Brooks Moore & Associates first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.