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AVGO icon

Calton & Associates’s Broadcom AVGO Stock Holding History

Calton & Associates’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
2,716
-1,674
-38% -$671K 0.15% 123
2026
Q1 		$1.36M Buy
4,390
+141
+3% +$46.4K 0.2% 105
2025
Q4 		$1.47M Sell
4,249
-252
-6% -$90.1K 0.22% 92
2025
Q3 		$1.48M Buy
4,501
+1,476
+49% +$453K 0.22% 89
2025
Q2 		$834K Buy
3,025
+372
+14% +$80.8K 0.14% 134
2025
Q1 		$444K Buy
+2,653
New +$561K 0.1% 183
2024
Q4 		– Sell
-3,076
Closed -$531K – 195
2024
Q3 		$531K Buy
+3,076
New +$493K 0.2% 109
2024
Q2 		– Sell
-1,740
Closed -$231K – 190
2024
Q1 		$231K Sell
1,740
-370
-18% -$45.8K 0.11% 166
2023
Q4 		$236K Sell
2,110
-890
-30% -$84.3K 0.09% 201
2023
Q3 		$249K Buy
+3,000
New +$260K 0.36% 74
2023
Q1 		– Sell
-7,230
Closed -$404K – 239
2022
Q4 		$404K Buy
7,230
+580
+9% +$29.1K 0.16% 155
2022
Q3 		$295K Sell
6,650
-1,310
-16% -$66.9K 0.17% 138
2022
Q2 		$387K Sell
7,960
-550
-6% -$30.9K 0.22% 124
2022
Q1 		$536K Sell
8,510
-180
-2% -$10.7K 0.16% 153
2021
Q4 		$578K Sell
8,690
-3,670
-30% -$206K 0.15% 164
2021
Q3 		$599K Buy
12,360
+5,030
+69% +$245K 0.13% 179
2021
Q2 		$350K Buy
7,330
+530
+8% +$24.6K 0.07% 264
2021
Q1 		$316K Sell
6,800
-2,730
-29% -$126K 0.06% 271
2020
Q4 		$417K Buy
9,530
+670
+8% +$26.1K 0.07% 210
2020
Q3 		$323K Buy
8,860
+680
+8% +$22.8K 0.07% 221
2020
Q2 		$258K Sell
8,180
-420
-5% -$11.8K 0.06% 250
2020
Q1 		$204K Buy
8,600
+350
+4% +$9.86K 0.05% 268
2019
Q4 		$261K Buy
+8,250
New +$250K 0.05% 287
2018
Q2 		– Sell
-37,870
Closed -$893K – 299
2018
Q1 		$893K Buy
37,870
+14,760
+64% +$372K 0.26% 82
2017
Q4 		$607K Buy
+23,110
New +$601K 0.15% 128

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

Calton & Associates's AVGO Position: Q2 2026 in Review

Calton & Associates reduced its Broadcom (AVGO) stake by 38% in Q2 2026, selling an estimated $671K and leaving 2,716 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #123.

Calton & Associates first reported a position in AVGO in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.48M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Calton & Associates held 2,716 shares of Broadcom worth $1.03M as of Q2 2026.
  • Calton & Associates sold 1,674 Broadcom shares in Q2 2026, an estimated $671K.
  • Broadcom made up 0.15% of Calton & Associates's portfolio in Q2 2026, its #123 holding.
  • Calton & Associates first reported a position in Broadcom in Q4 2017 and has held it in 25 quarters since.
  • Calton & Associates's Broadcom position peaked at $1.48M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.