CCM
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Carmel Capital Management’s Broadcom AVGO Stock Holding History

Carmel 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 		$53.4M Sell
141,369
-146
-0.1% -$58.5K 11.7% 2
2026
Q1 		$43.8M Sell
141,515
-1,415
-1% -$466K 12.54% 1
2025
Q4 		$49.5M Sell
142,930
-4,520
-3% -$1.62M 14.99% 1
2025
Q3 		$48.6M Sell
147,450
-8,210
-5% -$2.52M 14.79% 2
2025
Q2 		$42.9M Sell
155,660
-70
-0% -$15.2K 14.47% 2
2025
Q1 		$26.1M Sell
155,730
-11,845
-7% -$2.51M 10.59% 2
2024
Q4 		$38.9M Sell
167,575
-5,505
-3% -$1.02M 14.68% 1
2024
Q3 		$29.9M Sell
173,080
-2,340
-1% -$375K 11.2% 2
2024
Q2 		$28.2M Sell
175,420
-10,870
-6% -$1.52M 10.97% 1
2024
Q1 		$24.7M Sell
186,290
-20,060
-10% -$2.49M 10.14% 1
2023
Q4 		$23M Sell
206,350
-30,430
-13% -$2.88M 11.06% 1
2023
Q3 		$19.7M Sell
236,780
-3,270
-1% -$283K 11.14% 1
2023
Q2 		$20.8M Buy
240,050
+280
+0.1% +$20K 10.82% 1
2023
Q1 		$15.4M Buy
239,770
+2,600
+1% +$156K 8.8% 1
2022
Q4 		$13.3M Buy
237,170
+1,420
+0.6% +$71.2K 8.18% 1
2022
Q3 		$10.5M Buy
235,750
+1,950
+0.8% +$99.6K 6.84% 2
2022
Q2 		$11.4M Buy
233,800
+3,200
+1% +$180K 7.04% 1
2022
Q1 		$14.5M Buy
230,600
+3,950
+2% +$235K 7.56% 1
2021
Q4 		$15.1M Buy
+226,650
New +$12.7M 7.4% 1

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

Carmel Capital Management's AVGO Position: Q2 2026 in Review

Carmel Capital Management reduced its Broadcom (AVGO) stake by 0.1% in Q2 2026, selling an estimated $58.5K and leaving 141,369 shares worth $53.4M. The position accounts for 11.7% of the portfolio, ranked #2.

Carmel Capital Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carmel Capital Management held 141,369 shares of Broadcom worth $53.4M as of Q2 2026.
  • Carmel Capital Management sold 146 Broadcom shares in Q2 2026, an estimated $58.5K.
  • Broadcom made up 11.7% of Carmel Capital Management's portfolio in Q2 2026, its #2 holding.
  • Carmel Capital Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.