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Cromwell Holdings’s Broadcom AVGO Stock Holding History

Cromwell Holdings’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 		$5.3M Hold
14,020
– – 2.38% 6
2026
Q1 		$4.34M Buy
14,020
+3
+0% +$987 2.44% 6
2025
Q4 		$4.85M Hold
14,017
– – 2.65% 6
2025
Q3 		$4.62M Hold
14,017
– – 2.47% 7
2025
Q2 		$3.86M Buy
14,017
+2,697
+24% +$586K 2.34% 6
2025
Q1 		$1.9M Sell
11,320
-145
-1% -$30.7K 1.22% 14
2024
Q4 		$2.66M Buy
11,465
+145
+1% +$26.8K 1.53% 11
2024
Q3 		$1.95M Hold
11,320
– – 1.25% 11
2024
Q2 		$1.82M Buy
+11,320
New +$1.59M 1.09% 14

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

Cromwell Holdings's AVGO Position: Q2 2026 in Review

Cromwell Holdings held its Broadcom (AVGO) position steady in Q2 2026 at 14,020 shares worth $5.3M. The position accounts for 2.38% of the portfolio, ranked #6.

Cromwell Holdings first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Cromwell Holdings held 14,020 shares of Broadcom worth $5.3M as of Q2 2026.
  • Cromwell Holdings left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 2.38% of Cromwell Holdings's portfolio in Q2 2026, its #6 holding.
  • Cromwell Holdings first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.