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Drake & Associates’s Broadcom AVGO Stock Holding History

Drake & Associates’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 		$1.06M Buy
2,814
+114
+4% +$45.7K 0.18% 37
2026
Q1 		$836K Sell
2,700
-1,101
-29% -$362K 0.16% 52
2025
Q4 		$1.32M Buy
3,801
+177
+5% +$63.3K 0.26% 48
2025
Q3 		$1.3M Buy
3,624
+1,496
+70% +$459K 0.27% 49
2025
Q2 		$587K Sell
2,128
-8,999
-81% -$1.95M 0.14% 68
2025
Q1 		$1.86M Buy
11,127
+2,185
+24% +$462K 0.52% 28
2024
Q4 		$2.01M Buy
8,942
+2,311
+35% +$427K 0.57% 21
2024
Q3 		$1.14M Buy
6,631
+1,341
+25% +$215K 0.37% 25
2024
Q2 		$849K Buy
5,290
+3,170
+150% +$444K 0.3% 26
2024
Q1 		$281K Buy
2,120
+140
+7% +$17.3K 0.1% 64
2023
Q4 		$221K Buy
+1,980
New +$187K 0.09% 72

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

Drake & Associates's AVGO Position: Q2 2026 in Review

Drake & Associates increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $45.7K and bringing the position to 2,814 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #37.

Drake & Associates first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2024. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Drake & Associates held 2,814 shares of Broadcom worth $1.06M as of Q2 2026.
  • Drake & Associates bought 114 Broadcom shares in Q2 2026, an estimated $45.7K.
  • Broadcom made up 0.18% of Drake & Associates's portfolio in Q2 2026, its #37 holding.
  • Drake & Associates first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Drake & Associates's Broadcom position peaked at $2.01M in Q4 2024.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.