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Chapin Davis’s Broadcom AVGO Stock Holding History

Chapin Davis’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 		$5.14M Buy
13,614
+40
+0.3% +$16K 0.9% 29
2026
Q1 		$4.2M Sell
13,574
-20,765
-60% -$6.83M 0.94% 28
2025
Q4 		$11.9M Buy
34,339
+2,198
+7% +$786K 2.79% 5
2025
Q3 		$10.6M Buy
32,141
+6,689
+26% +$2.05M 2.6% 5
2025
Q2 		$7.02M Buy
25,452
+11,234
+79% +$2.44M 1.94% 10
2025
Q1 		$2.38M Sell
14,218
-1,195
-8% -$253K 0.81% 26
2024
Q4 		$2.66M Hold
15,413
– – 0.87% 26
2024
Q3 		$2.66M Sell
15,413
-32,317
-68% -$5.18M 0.86% 26
2024
Q2 		$7.66M Buy
47,730
+5,950
+14% +$834K 2.62% 5
2024
Q1 		$5.54M Sell
41,780
-3,120
-7% -$387K 2.02% 8
2023
Q4 		$5.01M Sell
44,900
-3,660
-8% -$347K 2.11% 9
2023
Q3 		$4.03M Buy
48,560
+25,870
+114% +$2.24M 1.93% 10
2023
Q2 		$1.97M Buy
22,690
+15,060
+197% +$1.07M 0.93% 22
2023
Q1 		$490K Buy
7,630
+1,010
+15% +$60.8K 0.25% 111
2022
Q4 		$370K Buy
+6,620
New +$332K 0.21% 119

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

Chapin Davis's AVGO Position: Q2 2026 in Review

Chapin Davis increased its Broadcom (AVGO) stake by 0.29% in Q2 2026, buying an estimated $16K and bringing the position to 13,614 shares worth $5.14M. The position accounts for 0.9% of the portfolio, ranked #29.

Chapin Davis first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Chapin Davis held 13,614 shares of Broadcom worth $5.14M as of Q2 2026.
  • Chapin Davis bought 40 Broadcom shares in Q2 2026, an estimated $16K.
  • Broadcom made up 0.9% of Chapin Davis's portfolio in Q2 2026, its #29 holding.
  • Chapin Davis first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Broadcom position peaked at $11.9M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.