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Carmel Capital Partners’s Broadcom AVGO Stock Holding History

Carmel Capital Partners’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 		$777K Buy
2,057
+183
+10% +$73.4K 0.26% 66
2026
Q1 		$580K Buy
1,874
+770
+70% +$253K 0.21% 81
2025
Q4 		$382K Hold
1,104
– – 0.13% 91
2025
Q3 		$364K Sell
1,104
-110
-9% -$33.7K 0.15% 85
2025
Q2 		$335K Sell
1,214
-91
-7% -$19.8K 0.12% 109
2025
Q1 		$218K Buy
1,305
+165
+14% +$34.9K 0.09% 138
2024
Q4 		$264K Buy
+1,140
New +$211K 0.11% 124
2023
Q4 		– Sell
-4,300
Closed -$357K – 185
2023
Q3 		$357K Buy
4,300
+1,870
+77% +$162K 0.16% 99
2023
Q2 		$211K Sell
2,430
-2,440
-50% -$174K 0.11% 111
2023
Q1 		$312K Sell
4,870
-2,080
-30% -$125K 0.18% 92
2022
Q4 		$389K Buy
6,950
+1,250
+22% +$62.7K 0.27% 79
2022
Q3 		$253K Hold
5,700
– – 0.24% 93
2022
Q2 		$277K Buy
5,700
+1,050
+23% +$58.9K 0.26% 85
2022
Q1 		$293K Hold
4,650
– – 0.24% 86
2021
Q4 		$309K Buy
+4,650
New +$261K 0.23% 87

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 Partners's AVGO Position: Q2 2026 in Review

Carmel Capital Partners increased its Broadcom (AVGO) stake by 9.8% in Q2 2026, buying an estimated $73.4K and bringing the position to 2,057 shares worth $777K. The position accounts for 0.26% of the portfolio, ranked #66.

Carmel Capital Partners first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carmel Capital Partners held 2,057 shares of Broadcom worth $777K as of Q2 2026.
  • Carmel Capital Partners bought 183 Broadcom shares in Q2 2026, an estimated $73.4K.
  • Broadcom made up 0.26% of Carmel Capital Partners's portfolio in Q2 2026, its #66 holding.
  • Carmel Capital Partners first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.