DLCIG
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D.L. Carlson Investment Group’s Broadcom AVGO Stock Holding History

D.L. Carlson Investment Group’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 		$8.77M Sell
23,214
-48
-0.2% -$19.2K 1.4% 14
2026
Q1 		$7.2M Buy
23,262
+207
+0.9% +$68.1K 1.24% 20
2025
Q4 		$7.98M Buy
23,055
+231
+1% +$82.6K 1.35% 15
2025
Q3 		$7.53M Buy
22,824
+820
+4% +$252K 1.26% 18
2025
Q2 		$6.07M Buy
+22,004
New +$4.78M 1.11% 21
2025
Q1 		– Sell
-1,136
Closed -$263K – 138
2024
Q4 		$263K Buy
+1,136
New +$210K 0.05% 137

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

D.L. Carlson Investment Group's AVGO Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its Broadcom (AVGO) stake by 0.21% in Q2 2026, selling an estimated $19.2K and leaving 23,214 shares worth $8.77M. The position accounts for 1.4% of the portfolio, ranked #14.

D.L. Carlson Investment Group first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • D.L. Carlson Investment Group held 23,214 shares of Broadcom worth $8.77M as of Q2 2026.
  • D.L. Carlson Investment Group sold 48 Broadcom shares in Q2 2026, an estimated $19.2K.
  • Broadcom made up 1.4% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #14 holding.
  • D.L. Carlson Investment Group first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.