Burney Company’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36.9M Sell
97,738
-4,204
-4% -$1.69M 1% 11
2026
Q1
$31.6M Sell
101,942
-57,082
-36% -$18.8M 0.99% 12
2025
Q4
$55M Sell
159,024
-2,140
-1% -$765K 1.72% 9
2025
Q3
$53.2M Sell
161,164
-12,433
-7% -$3.81M 1.69% 9
2025
Q2
$47.9M Sell
173,597
-7,004
-4% -$1.52M 1.62% 8
2025
Q1
$30.2M Sell
180,601
-7,758
-4% -$1.64M 1.1% 15
2024
Q4
$43.7M Sell
188,359
-7,537
-4% -$1.39M 1.54% 7
2024
Q3
$33.8M Sell
195,896
-37,274
-16% -$5.98M 1.2% 12
2024
Q2
$37.4M Sell
233,170
-51,640
-18% -$7.24M 1.43% 5
2024
Q1
$37.7M Sell
284,810
-32,470
-10% -$4.02M 1.44% 7
2023
Q4
$35.4M Sell
317,280
-46,210
-13% -$4.38M 1.49% 4
2023
Q3
$30.2M Sell
363,490
-8,380
-2% -$726K 1.41% 4
2023
Q2
$32.3M Buy
371,870
+215,260
+137% +$15.4M 1.48% 4
2023
Q1
$10M Buy
156,610
+9,100
+6% +$547K 0.5% 52
2022
Q4
$8.25M Sell
147,510
-68,380
-32% -$3.43M 0.42% 59
2022
Q3
$9.59M Buy
215,890
+21,900
+11% +$1.12M 0.53% 52
2022
Q2
$9.42M Buy
193,990
+123,660
+176% +$6.94M 0.5% 51
2022
Q1
$4.43M Sell
70,330
-11,460
-14% -$681K 0.2% 137
2021
Q4
$5.44M Buy
81,790
+370
+0.5% +$20.8K 0.23% 124
2021
Q3
$3.95M Sell
81,420
-27,350
-25% -$1.33M 0.19% 148
2021
Q2
$5.19M Buy
108,770
+9,190
+9% +$426K 0.24% 126
2021
Q1
$4.62M Buy
99,580
+30,500
+44% +$1.41M 0.23% 130
2020
Q4
$3.02M Sell
69,080
-660
-0.9% -$25.7K 0.17% 165
2020
Q3
$2.54M Buy
69,740
+17,200
+33% +$576K 0.16% 183
2020
Q2
$1.66M Buy
52,540
+6,290
+14% +$176K 0.11% 216
2020
Q1
$1.1M Buy
46,250
+4,000
+9% +$113K 0.08% 222
2019
Q4
$1.33M Buy
42,250
+6,470
+18% +$196K 0.07% 238
2019
Q3
$988K Buy
35,780
+570
+2% +$16.2K 0.06% 259
2019
Q2
$1.01M Buy
+35,210
New +$1.03M 0.06% 264

Other funds holding AVGO

Burney Company's AVGO Position: Q2 2026 in Review

Burney Company reduced its Broadcom (AVGO) stake by 4.1% in Q2 2026, selling an estimated $1.69M and leaving 97,738 shares worth $36.9M. The position accounts for 1% of the portfolio, ranked #11.

Burney Company first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. The position peaked at $55M in Q4 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Burney Company held 97,738 shares of Broadcom worth $36.9M as of Q2 2026.
  • Burney Company sold 4,204 Broadcom shares in Q2 2026, an estimated $1.69M.
  • Broadcom made up 1% of Burney Company's portfolio in Q2 2026, its #11 holding.
  • Burney Company first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
  • Burney Company's Broadcom position peaked at $55M in Q4 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.