CIM
AVGO icon

Contravisory Investment Management’s Broadcom AVGO Stock Holding History

Contravisory Investment 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 		$9.67M Sell
25,586
-303
-1% -$121K 1.71% 23
2026
Q1 		$8.01M Buy
25,889
+23,609
+1,035% +$7.77M 1.64% 29
2025
Q4 		$789K Sell
2,280
-570
-20% -$204K 0.16% 100
2025
Q3 		$940K Sell
2,850
-218
-7% -$66.9K 0.18% 73
2025
Q2 		$846K Buy
3,068
+14
+0.5% +$3.04K 0.17% 84
2025
Q1 		$511K Sell
3,054
-65
-2% -$13.8K 0.11% 142
2024
Q4 		$723K Sell
3,119
-311
-9% -$57.5K 0.15% 87
2024
Q3 		$592K Buy
3,430
+10
+0.3% +$1.6K 0.13% 109
2024
Q2 		$549K Buy
3,420
+3,330
+3,700% +$467K 0.12% 110
2024
Q1 		$11.9K Buy
90
+20
+29% +$2.48K ﹤0.01% 312
2023
Q4 		$7.81K Buy
+70
New +$6.63K ﹤0.01% 327
2022
Q4 		– Sell
-5,280
Closed -$234K – 312
2022
Q3 		$234K Hold
5,280
– – 0.08% 162
2022
Q2 		$257K Hold
5,280
– – 0.08% 159
2022
Q1 		$332K Sell
5,280
-60
-1% -$3.56K 0.09% 147
2021
Q4 		$355K Buy
5,340
+80
+2% +$4.5K 0.1% 158
2021
Q3 		$255K Buy
5,260
+590
+13% +$28.7K 0.08% 168
2021
Q2 		$223K Buy
+4,670
New +$216K 0.07% 168
2019
Q4 		– Sell
-2,210
Closed -$61K – 275
2019
Q3 		$61K Buy
+2,210
New +$62.8K 0.02% 216
2018
Q2 		– Sell
-530
Closed -$12K – 328
2018
Q1 		$12K Sell
530
-160
-23% -$4.03K ﹤0.01% 262
2017
Q4 		$18K Hold
690
– – 0.01% 231
2017
Q3 		$17K Buy
+690
New +$17.1K 0.01% 237
2016
Q3 		– Sell
-140
Closed -$2K – 282
2016
Q2 		$2K Hold
140
– – ﹤0.01% 155
2016
Q1 		$2K Buy
+140
New +$1.89K ﹤0.01% 145

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

Contravisory Investment Management's AVGO Position: Q2 2026 in Review

Contravisory Investment Management reduced its Broadcom (AVGO) stake by 1.2% in Q2 2026, selling an estimated $121K and leaving 25,586 shares worth $9.67M. The position accounts for 1.71% of the portfolio, ranked #23.

Contravisory Investment Management first reported a position in AVGO in Q1 2016 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Contravisory Investment Management held 25,586 shares of Broadcom worth $9.67M as of Q2 2026.
  • Contravisory Investment Management sold 303 Broadcom shares in Q2 2026, an estimated $121K.
  • Broadcom made up 1.71% of Contravisory Investment Management's portfolio in Q2 2026, its #23 holding.
  • Contravisory Investment Management first reported a position in Broadcom in Q1 2016 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.