Chad R. Baker’s Broadcom AVGO Stock Holding History

Chad R. Baker’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	$4.75M	Buy	12,570 +3,870	+44%	+$1.55M	0.77%	38
2026 Q1	$2.69M	Buy	8,700 +4,275	+97%	+$1.41M	0.51%	43
2025 Q4	$1.55M	Buy	+4,425	New	+$1.58M	0.28%	48
2020 Q1	–	Sell	-183,350	Closed	-$5.79M	–	56
2019 Q4	$5.79M	Hold	183,350	–	–	1.92%	23
2019 Q3	$5.06M	Hold	183,350	–	–	1.8%	23
2019 Q2	$5.28M	Hold	183,350	–	–	1.84%	23
2019 Q1	$5.51M	Hold	183,350	–	–	2%	22
2018 Q4	$4.66M	Hold	183,350	–	–	2.01%	23
2018 Q3	$4.52M	Hold	183,350	–	–	1.65%	28
2018 Q2	$4.45M	Hold	183,350	–	–	1.78%	27
2018 Q1	$4.32M	Buy	183,350 +5,950	+3%	+$150K	1.7%	26
2017 Q4	$4.56M	Buy	+177,400	New	+$4.61M	1.8%	20

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chad R. Baker's AVGO Position: Q2 2026 in Review

Chad R. Baker increased its Broadcom (AVGO) stake by 44% in Q2 2026, buying an estimated $1.55M and bringing the position to 12,570 shares worth $4.75M. The position accounts for 0.77% of the portfolio, ranked #38.

Chad R. Baker first reported a position in AVGO in Q4 2017 and has held it in 12 quarters since. The position peaked at $5.79M in Q4 2019. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Chad R. Baker held 12,570 shares of Broadcom worth $4.75M as of Q2 2026.
Chad R. Baker bought 3,870 Broadcom shares in Q2 2026, an estimated $1.55M.
Broadcom made up 0.77% of Chad R. Baker's portfolio in Q2 2026, its #38 holding.
Chad R. Baker first reported a position in Broadcom in Q4 2017 and has held it in 12 quarters since.
Chad R. Baker's Broadcom position peaked at $5.79M in Q4 2019.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.