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Davis Investment Partners’s Broadcom AVGO Stock Holding History

Davis Investment Partners’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 		$409K Buy
1,082
+54
+5% +$21.7K 0.12% 124
2026
Q1 		$318K Sell
1,028
-402
-28% -$132K 0.11% 139
2025
Q4 		$497K Sell
1,430
-22
-2% -$7.87K 0.17% 97
2025
Q3 		$484K Sell
1,452
-49
-3% -$15K 0.17% 105
2025
Q2 		$397K Sell
1,501
-121
-7% -$26.3K 0.14% 124
2025
Q1 		$289K Buy
1,622
+243
+18% +$51.4K 0.13% 125
2024
Q4 		$309K Buy
+1,379
New +$255K 0.13% 95

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

Davis Investment Partners's AVGO Position: Q2 2026 in Review

Davis Investment Partners increased its Broadcom (AVGO) stake by 5.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,082 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #124.

Davis Investment Partners first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Davis Investment Partners held 1,082 shares of Broadcom worth $409K as of Q2 2026.
  • Davis Investment Partners bought 54 Broadcom shares in Q2 2026, an estimated $21.7K.
  • Broadcom made up 0.12% of Davis Investment Partners's portfolio in Q2 2026, its #124 holding.
  • Davis Investment Partners first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Davis Investment Partners's Broadcom position peaked at $497K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.