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Concorde Asset Management’s Broadcom AVGO Stock Holding History

Concorde Asset 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 		$826K Buy
2,186
+114
+6% +$45.7K 0.48% 41
2026
Q1 		$641K Sell
2,072
-533
-20% -$175K 0.31% 72
2025
Q4 		$902K Sell
2,605
-194
-7% -$69.4K 0.36% 54
2025
Q3 		$956K Buy
+2,799
New +$859K 0.4% 54
2025
Q1 		$405K Buy
2,187
+7
+0.3% +$1.48K 0.22% 79
2024
Q4 		$505K Sell
2,180
-168
-7% -$31.1K 0.26% 65
2024
Q3 		$405K Buy
2,348
+138
+6% +$22.1K 0.23% 79
2024
Q2 		$355K Sell
2,210
-560
-20% -$78.5K 0.22% 85
2024
Q1 		$368K Sell
2,770
-150
-5% -$18.6K 0.25% 72
2023
Q4 		$325K Sell
2,920
-200
-6% -$18.9K 0.22% 93
2023
Q3 		$259K Buy
+3,120
New +$270K 0.23% 106

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

Concorde Asset Management's AVGO Position: Q2 2026 in Review

Concorde Asset Management increased its Broadcom (AVGO) stake by 5.5% in Q2 2026, buying an estimated $45.7K and bringing the position to 2,186 shares worth $826K. The position accounts for 0.48% of the portfolio, ranked #41.

Concorde Asset Management first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $956K in Q3 2025. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Concorde Asset Management held 2,186 shares of Broadcom worth $826K as of Q2 2026.
  • Concorde Asset Management bought 114 Broadcom shares in Q2 2026, an estimated $45.7K.
  • Broadcom made up 0.48% of Concorde Asset Management's portfolio in Q2 2026, its #41 holding.
  • Concorde Asset Management first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
  • Concorde Asset Management's Broadcom position peaked at $956K in Q3 2025.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.