DI
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Disciplined Investments’s Broadcom AVGO Stock Holding History

Disciplined Investments’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 		$442K Sell
1,170
-45
-4% -$18K 0.14% 96
2026
Q1 		$376K Buy
+1,215
New +$400K 0.14% 96
2023
Q3 		– Sell
-310
Closed -$26.9K – 222
2023
Q2 		$26.9K Hold
310
– – 0.01% 260
2023
Q1 		$19.9K Buy
310
+70
+29% +$4.21K 0.01% 310
2022
Q4 		$13.4K Sell
240
-390
-62% -$19.6K 0.01% 304
2022
Q3 		$28K Buy
630
+130
+26% +$6.64K 0.01% 277
2022
Q2 		$24K Sell
500
-450
-47% -$25.3K 0.01% 301
2022
Q1 		$60K Buy
950
+150
+19% +$8.91K 0.02% 209
2021
Q4 		$53K Buy
+800
New +$45K 0.02% 200

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

Disciplined Investments's AVGO Position: Q2 2026 in Review

Disciplined Investments reduced its Broadcom (AVGO) stake by 3.7% in Q2 2026, selling an estimated $18K and leaving 1,170 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #96.

Disciplined Investments first reported a position in AVGO in Q4 2021 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Disciplined Investments held 1,170 shares of Broadcom worth $442K as of Q2 2026.
  • Disciplined Investments sold 45 Broadcom shares in Q2 2026, an estimated $18K.
  • Broadcom made up 0.14% of Disciplined Investments's portfolio in Q2 2026, its #96 holding.
  • Disciplined Investments first reported a position in Broadcom in Q4 2021 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.