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Dumont & Blake Investment Advisors’s Broadcom AVGO Stock Holding History

Dumont & Blake 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 		$222K Buy
+587
New +$235K 0.05% 184
2026
Q1 		– Sell
-587
Closed -$203K – 203
2025
Q4 		$203K Buy
+587
New +$210K 0.05% 191

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 $3.38T AUM 44.17% 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

Dumont & Blake Investment Advisors's AVGO Position: Q2 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Broadcom (AVGO) in Q2 2026: 587 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings. This is a return to the name: Dumont & Blake Investment Advisors previously reported a position in AVGO as recently as Q4 2025.

Dumont & Blake Investment Advisors first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Dumont & Blake Investment Advisors held 587 shares of Broadcom worth $222K as of Q2 2026.
  • Broadcom was a new Dumont & Blake Investment Advisors position in Q2 2026.
  • Broadcom made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #184 holding.
  • Dumont & Blake Investment Advisors first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.