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Everett Harris & Co’s Broadcom AVGO Stock Holding History

Everett Harris & Co’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 		$1.44M Hold
3,822
– – 0.02% 133
2026
Q1 		$1.18M Buy
3,822
+186
+5% +$61.2K 0.02% 146
2025
Q4 		$1.26M Sell
3,636
-82
-2% -$29.3K 0.02% 143
2025
Q3 		$1.23M Buy
3,718
+801
+27% +$246K 0.02% 140
2025
Q2 		$804K Sell
2,917
-310
-10% -$67.3K 0.01% 177
2025
Q1 		$540K Buy
3,227
+396
+14% +$83.8K 0.01% 204
2024
Q4 		$656K Buy
2,831
+588
+26% +$109K 0.01% 181
2024
Q3 		$387K Sell
2,243
-27
-1% -$4.33K ﹤0.01% 208
2024
Q2 		$364K Buy
2,270
+280
+14% +$39.2K ﹤0.01% 206
2024
Q1 		$264K Sell
1,990
-10
-0.5% -$1.24K ﹤0.01% 244
2023
Q4 		$223K Buy
+2,000
New +$189K ﹤0.01% 244

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

Everett Harris & Co's AVGO Position: Q2 2026 in Review

Everett Harris & Co held its Broadcom (AVGO) position steady in Q2 2026 at 3,822 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #133.

Everett Harris & Co first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Everett Harris & Co held 3,822 shares of Broadcom worth $1.44M as of Q2 2026.
  • Everett Harris & Co left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #133 holding.
  • Everett Harris & Co first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.