CIC
AVGO icon

Concord Investment Counsel’s Broadcom AVGO Stock Holding History

Concord Investment Counsel’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 		$5.11M Buy
13,528
+71
+0.5% +$28.5K 1.39% 25
2026
Q1 		$4.17M Buy
+13,457
New +$4.43M 1.4% 26
2024
Q1 		$297K Buy
+2,240
New +$278K 0.11% 46

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

Concord Investment Counsel's AVGO Position: Q2 2026 in Review

Concord Investment Counsel increased its Broadcom (AVGO) stake by 0.53% in Q2 2026, buying an estimated $28.5K and bringing the position to 13,528 shares worth $5.11M. The position accounts for 1.39% of the portfolio, ranked #25.

Concord Investment Counsel first reported a position in AVGO in Q1 2024 and has held it in 3 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Concord Investment Counsel held 13,528 shares of Broadcom worth $5.11M as of Q2 2026.
  • Concord Investment Counsel bought 71 Broadcom shares in Q2 2026, an estimated $28.5K.
  • Broadcom made up 1.39% of Concord Investment Counsel's portfolio in Q2 2026, its #25 holding.
  • Concord Investment Counsel first reported a position in Broadcom in Q1 2024 and has held it in 3 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.