BFS
AVGO icon

Burr Financial Services’s Broadcom AVGO Stock Holding History

Burr Financial Services’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 		$15.9M Sell
42,185
-1,255
-3% -$503K 9.89% 4
2026
Q1 		$13.4M Buy
43,440
+4,398
+11% +$1.45M 10.68% 2
2025
Q4 		$13.5M Buy
39,042
+1,966
+5% +$703K 10.11% 2
2025
Q3 		$12.2M Buy
37,076
+2,111
+6% +$648K 9.09% 3
2025
Q2 		$9.64M Buy
34,965
+3,546
+11% +$770K 8.11% 5
2025
Q1 		$5.26M Buy
31,419
+7,382
+31% +$1.56M 4.13% 7
2024
Q4 		$5.57M Buy
+24,037
New +$4.45M 3.76% 7

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Burr Financial Services's AVGO Position: Q2 2026 in Review

Burr Financial Services reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $503K and leaving 42,185 shares worth $15.9M. The position accounts for 9.89% of the portfolio, ranked #4.

Burr Financial Services first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Burr Financial Services held 42,185 shares of Broadcom worth $15.9M as of Q2 2026.
  • Burr Financial Services sold 1,255 Broadcom shares in Q2 2026, an estimated $503K.
  • Broadcom made up 9.89% of Burr Financial Services's portfolio in Q2 2026, its #4 holding.
  • Burr Financial Services first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Burr Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.