BAM
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Burkett Asset Management’s Broadcom AVGO Stock Holding History

Burkett Asset 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 		$1.03M Sell
2,729
-730
-21% -$293K 0.96% 31
2026
Q1 		$1.07M Sell
3,459
-348
-9% -$115K 1.06% 29
2025
Q4 		$1.32M Buy
+3,807
New +$1.36M 1.33% 25

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

Burkett Asset Management's AVGO Position: Q2 2026 in Review

Burkett Asset Management reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $293K and leaving 2,729 shares worth $1.03M. The position accounts for 0.96% of the portfolio, ranked #31.

Burkett Asset Management first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Burkett Asset Management held 2,729 shares of Broadcom worth $1.03M as of Q2 2026.
  • Burkett Asset Management sold 730 Broadcom shares in Q2 2026, an estimated $293K.
  • Broadcom made up 0.96% of Burkett Asset Management's portfolio in Q2 2026, its #31 holding.
  • Burkett Asset Management first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Burkett Asset Management's Broadcom position peaked at $1.32M in Q4 2025.
  • 4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.