Davidson Investment Advisors’s Broadcom AVGO Stock Holding History

Davidson Investment Advisors’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	$48.6M	Buy	128,579 +26,614	+26%	+$10.7M	1.99%	10
2026 Q1	$31.6M	Sell	101,965 -42,934	-30%	-$14.1M	1.36%	15
2025 Q4	$50.1M	Buy	144,899 +3,081	+2%	+$1.1M	2.09%	10
2025 Q3	$46.8M	Buy	141,818 +838	+0.6%	+$257K	1.99%	8
2025 Q2	$38.9M	Buy	140,980 +925	+0.7%	+$201K	1.75%	10
2025 Q1	$23.4M	Buy	140,055 +3,969	+3%	+$840K	1.16%	29
2024 Q4	$31.6M	Buy	136,086 +36,857	+37%	+$6.82M	1.53%	15
2024 Q3	$17.1M	Buy	+99,229	New	+$15.9M	0.83%	54

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Davidson Investment Advisors's AVGO Position: Q2 2026 in Review

Davidson Investment Advisors increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $10.7M and bringing the position to 128,579 shares worth $48.6M. The position accounts for 1.99% of the portfolio, ranked #10.

Davidson Investment Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $50.1M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Davidson Investment Advisors held 128,579 shares of Broadcom worth $48.6M as of Q2 2026.
Davidson Investment Advisors bought 26,614 Broadcom shares in Q2 2026, an estimated $10.7M.
Broadcom made up 1.99% of Davidson Investment Advisors's portfolio in Q2 2026, its #10 holding.
Davidson Investment Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
Davidson Investment Advisors's Broadcom position peaked at $50.1M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.