FM
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Family Management’s Broadcom AVGO Stock Holding History

Family Management’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
2025
Q4 		– Sell
-2,600
Closed -$858K – 288
2025
Q3 		$858K Hold
2,600
– – 0.12% 102
2025
Q2 		$717K Hold
2,600
– – 0.11% 108
2025
Q1 		$435K Hold
2,600
– – 0.07% 123
2024
Q4 		$603K Buy
+2,600
New +$481K 0.1% 106

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

Family Management's AVGO Position: Q2 2026 in Review

Family Management increased its Broadcom (AVGO) stake by 9.4% in Q2 2026, buying an estimated $1.15M and bringing the position to 33,522 shares worth $12.7M. The position accounts for 1.3% of the portfolio, ranked #19.

Family Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Family Management held 33,522 shares of Broadcom worth $12.7M as of Q2 2026.
  • Family Management bought 2,878 Broadcom shares in Q2 2026, an estimated $1.15M.
  • Broadcom made up 1.3% of Family Management's portfolio in Q2 2026, its #19 holding.
  • Family Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.