Burns Matteson Capital Management’s Broadcom AVGO Stock Holding History

Burns Matteson Capital 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	$917K	Sell	2,426 -158	-6%	-$63.4K	0.29%	48
2026 Q1	$800K	Buy	2,584 +124	+5%	+$40.8K	0.29%	49
2025 Q4	$852K	Sell	2,460 -94	-4%	-$33.6K	0.3%	48
2025 Q3	$843K	Sell	2,554 -282	-10%	-$86.5K	0.33%	48
2025 Q2	$782K	Buy	2,836 +132	+5%	+$28.7K	0.38%	42
2025 Q1	$453K	Buy	2,704 +289	+12%	+$61.2K	0.24%	78
2024 Q4	$560K	Buy	2,415 +622	+35%	+$115K	0.31%	65
2024 Q3	$309K	Buy	1,793 +343	+24%	+$55K	0.17%	113
2024 Q2	$233K	Buy	+1,450	New	+$203K	0.15%	130

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

Burns Matteson Capital Management's AVGO Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Broadcom (AVGO) stake by 6.1% in Q2 2026, selling an estimated $63.4K and leaving 2,426 shares worth $917K. The position accounts for 0.29% of the portfolio, ranked #48.

Burns Matteson Capital Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Burns Matteson Capital Management held 2,426 shares of Broadcom worth $917K as of Q2 2026.
Burns Matteson Capital Management sold 158 Broadcom shares in Q2 2026, an estimated $63.4K.
Broadcom made up 0.29% of Burns Matteson Capital Management's portfolio in Q2 2026, its #48 holding.
Burns Matteson Capital Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.