First Dallas Securities’s Broadcom AVGO Stock Holding History

First Dallas Securities’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	$2.02M	Buy	5,355 +620	+13%	+$249K	0.67%	37
2026 Q1	$1.47M	Buy	4,735 +3,365	+246%	+$1.11M	0.54%	43
2025 Q4	$474K	Buy	1,370 +100	+8%	+$35.8K	0.18%	85
2025 Q3	$419K	Sell	1,270 -300	-19%	-$92K	0.16%	89
2025 Q2	$433K	Sell	1,570 -530	-25%	-$115K	0.17%	88
2025 Q1	$352K	Hold	2,100	–	–	0.15%	92
2024 Q4	$487K	Sell	2,100 -320	-13%	-$59.2K	0.2%	84
2024 Q3	$417K	Buy	+2,420	New	+$388K	0.17%	96

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Dallas Securities's AVGO Position: Q2 2026 in Review

First Dallas Securities increased its Broadcom (AVGO) stake by 13% in Q2 2026, buying an estimated $249K and bringing the position to 5,355 shares worth $2.02M. The position accounts for 0.67% of the portfolio, ranked #37.

First Dallas Securities first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

First Dallas Securities held 5,355 shares of Broadcom worth $2.02M as of Q2 2026.
First Dallas Securities bought 620 Broadcom shares in Q2 2026, an estimated $249K.
Broadcom made up 0.67% of First Dallas Securities's portfolio in Q2 2026, its #37 holding.
First Dallas Securities first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.