Cannell & Spears’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 | $77.3M | Buy |
204,580
+61,397
| +43% | +$24.6M | 1.37% | 18 |
|
|
2026
Q1 | $44.3M | Sell |
143,183
-62,286
| -30% | -$20.5M | 0.87% | 32 |
|
|
2025
Q4 | $71.1M | Buy |
205,469
+51,735
| +34% | +$18.5M | 1.33% | 18 |
|
|
2025
Q3 | $50.7M | Sell |
153,734
-109,389
| -42% | -$33.6M | 0.96% | 26 |
|
|
2025
Q2 | $72.5M | Buy |
263,123
+97,232
| +59% | +$21.1M | 1.46% | 12 |
|
|
2025
Q1 | $27.8M | Sell |
165,891
-39,650
| -19% | -$8.39M | 0.6% | 54 |
|
|
2024
Q4 | $47.7M | Buy |
205,541
+54,396
| +36% | +$10.1M | 0.98% | 28 |
|
|
2024
Q3 | $26.1M | Buy |
151,145
+101,665
| +205% | +$16.3M | 0.51% | 60 |
|
|
2024
Q2 | $7.94M | Sell |
49,480
-4,670
| -9% | -$654K | 0.16% | 101 |
|
|
2024
Q1 | $7.18M | Sell |
54,150
-6,270
| -10% | -$777K | 0.15% | 111 |
|
|
2023
Q4 | $6.74M | Buy |
60,420
+3,010
| +5% | +$285K | 0.54% | 30 |
|
|
2023
Q3 | $4.77M | Sell |
57,410
-1,280
| -2% | -$111K | 0.41% | 37 |
|
|
2023
Q2 | $5.09M | Sell |
58,690
-12,820
| -18% | -$914K | 0.42% | 39 |
|
|
2023
Q1 | $4.59M | Sell |
71,510
-2,380
| -3% | -$143K | 0.41% | 41 |
|
|
2022
Q4 | $4.13M | Sell |
73,890
-3,230
| -4% | -$162K | 0.39% | 43 |
|
|
2022
Q3 | $3.42M | Sell |
77,120
-390
| -0.5% | -$19.9K | 0.34% | 47 |
|
|
2022
Q2 | $3.77M | Sell |
77,510
-630
| -0.8% | -$35.4K | 0.34% | 48 |
|
|
2022
Q1 | $4.92M | Sell |
78,140
-580
| -0.7% | -$34.5K | 0.37% | 43 |
|
|
2021
Q4 | $5.24M | Sell |
78,720
-1,710
| -2% | -$96.1K | 0.35% | 48 |
|
|
2021
Q3 | $3.9M | Buy |
80,430
+90
| +0.1% | +$4.38K | 0.28% | 53 |
|
|
2021
Q2 | $3.83M | Buy |
80,340
+2,230
| +3% | +$103K | 0.28% | 57 |
|
|
2021
Q1 | $3.62M | Sell |
78,110
-49,660
| -39% | -$2.3M | 0.28% | 51 |
|
|
2020
Q4 | $5.59M | Buy |
127,770
+2,010
| +2% | +$78.4K | 0.47% | 39 |
|
|
2020
Q3 | $4.58M | Buy |
125,760
+3,770
| +3% | +$126K | 0.44% | 41 |
|
|
2020
Q2 | $3.85M | Sell |
121,990
-70,180
| -37% | -$1.96M | 0.4% | 45 |
|
|
2020
Q1 | $4.56M | Buy |
+192,170
| New | +$5.41M | 0.56% | 36 |
|
|
2016
Q3 | – | Sell |
-16,200
| Closed | -$252K | – | 128 |
|
|
2016
Q2 | $252K | Hold |
16,200
| – | – | 0.03% | 106 |
|
|
2016
Q1 | $250K | Buy |
16,200
+210
| +1% | +$2.84K | 0.03% | 110 |
|
|
2015
Q4 | $232K | Sell |
15,990
-1,710
| -10% | -$22.2K | 0.03% | 114 |
|
|
2015
Q3 | $221K | Buy |
+17,700
| New | +$224K | 0.03% | 123 |
|
Other funds holding AVGO
Cannell & Spears's AVGO Position: Q2 2026 in Review
Cannell & Spears increased its Broadcom (AVGO) stake by 43% in Q2 2026, buying an estimated $24.6M and bringing the position to 204,580 shares worth $77.3M. The position accounts for 1.37% of the portfolio, ranked #18.
Cannell & Spears first reported a position in AVGO in Q3 2015 and has held it in 30 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Cannell & Spears held 204,580 shares of Broadcom worth $77.3M as of Q2 2026.
- Cannell & Spears bought 61,397 Broadcom shares in Q2 2026, an estimated $24.6M.
- Broadcom made up 1.37% of Cannell & Spears's portfolio in Q2 2026, its #18 holding.
- Cannell & Spears first reported a position in Broadcom in Q3 2015 and has held it in 30 quarters since.
- 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.