Burk Holdings’s Broadcom AVGO Stock Holding History

Burk Holdings’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	$154K	Sell	408 -2	-0.5%	-$802	0.06%	85
2026 Q1	$127K	Buy	+410	New	+$135K	0.05%	99

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

Burk Holdings's AVGO Position: Q2 2026 in Review

Burk Holdings reduced its Broadcom (AVGO) stake by 0.49% in Q2 2026, selling an estimated $802 and leaving 408 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #85.

Burk Holdings first reported a position in AVGO in Q1 2026 and has held it in 2 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Burk Holdings held 408 shares of Broadcom worth $154K as of Q2 2026.
Burk Holdings sold 2 Broadcom shares in Q2 2026, an estimated $802.
Broadcom made up 0.06% of Burk Holdings's portfolio in Q2 2026, its #85 holding.
Burk Holdings first reported a position in Broadcom in Q1 2026 and has held it in 2 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.