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Carl P. Sherr & Co’s Broadcom AVGO Stock Holding History

Carl P. Sherr & Co’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 		$763K Sell
2,020
-259
-11% -$104K 0.32% 64
2026
Q1 		$705K Buy
2,279
+200
+10% +$65.8K 0.33% 65
2025
Q4 		$689K Buy
+2,079
New +$743K 0.31% 66

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

Carl P. Sherr & Co's AVGO Position: Q2 2026 in Review

Carl P. Sherr & Co reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $104K and leaving 2,020 shares worth $763K. The position accounts for 0.32% of the portfolio, ranked #64.

Carl P. Sherr & Co first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carl P. Sherr & Co held 2,020 shares of Broadcom worth $763K as of Q2 2026.
  • Carl P. Sherr & Co sold 259 Broadcom shares in Q2 2026, an estimated $104K.
  • Broadcom made up 0.32% of Carl P. Sherr & Co's portfolio in Q2 2026, its #64 holding.
  • Carl P. Sherr & Co first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.