FGP
AVGO icon

Foyston, Gordon, & Payne’s Broadcom AVGO Stock Holding History

Foyston, Gordon, & Payne’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 		$25.5M Sell
67,215
-9,117
-12% -$3.66M 5.45% 2
2026
Q1 		$23.6M Buy
76,332
+5,534
+8% +$1.82M 5.45% 3
2025
Q4 		$24.5M Sell
70,798
-19,961
-22% -$7.14M 5.34% 5
2025
Q3 		$29.9M Sell
90,759
-7,437
-8% -$2.28M 6.54% 3
2025
Q2 		$27.1M Sell
98,196
-1,768
-2% -$384K 6.16% 4
2025
Q1 		$16.7M Buy
99,964
+2,483
+3% +$526K 4.14% 8
2024
Q4 		$22.6M Sell
97,481
-1,046
-1% -$193K 5.99% 2
2024
Q3 		$17M Sell
98,527
-12,033
-11% -$1.93M 4.24% 8
2024
Q2 		$17.8M Sell
110,560
-1,740
-2% -$244K 4.37% 6
2024
Q1 		$14.9M Buy
112,300
+40,260
+56% +$4.99M 3.58% 10
2023
Q4 		$8.04M Buy
+72,040
New +$6.82M 2.02% 20

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

Foyston, Gordon, & Payne's AVGO Position: Q2 2026 in Review

Foyston, Gordon, & Payne reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $3.66M and leaving 67,215 shares worth $25.5M. The position accounts for 5.45% of the portfolio, ranked #2.

Foyston, Gordon, & Payne first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.9M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Foyston, Gordon, & Payne held 67,215 shares of Broadcom worth $25.5M as of Q2 2026.
  • Foyston, Gordon, & Payne sold 9,117 Broadcom shares in Q2 2026, an estimated $3.66M.
  • Broadcom made up 5.45% of Foyston, Gordon, & Payne's portfolio in Q2 2026, its #2 holding.
  • Foyston, Gordon, & Payne first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Foyston, Gordon, & Payne's Broadcom position peaked at $29.9M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Foyston, Gordon, & Payne's 13F filing for Q2 2026, filed 12 Aug 2026.