Fulcrum Equity Management’s Broadcom AVGO Stock Holding History

Fulcrum Equity 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
2026 Q2	$1.39M	Buy	3,667 +543	+17%	+$218K	1.02%	22
2026 Q1	$967K	Buy	3,124 +65	+2%	+$21.4K	0.93%	23
2025 Q4	$1.06M	Buy	3,059 +1,430	+88%	+$511K	1.01%	24
2025 Q3	$537K	Sell	1,629 -999	-38%	-$306K	0.54%	45
2025 Q2	$725K	Buy	2,628 +28	+1%	+$6.08K	0.74%	37
2025 Q1	$435K	Buy	2,600 +121	+5%	+$25.6K	0.48%	53
2024 Q4	$575K	Sell	2,479 -450	-15%	-$83.2K	0.57%	54
2024 Q3	$505K	Sell	2,929 -4,591	-61%	-$736K	0.43%	77
2024 Q2	$1.21M	Buy	7,520 +690	+10%	+$96.7K	1.08%	24
2024 Q1	$905K	Buy	6,830 +1,490	+28%	+$185K	1.07%	34
2023 Q4	$596K	Buy	5,340 +250	+5%	+$23.7K	0.74%	33
2023 Q3	$423K	Buy	+5,090	New	+$441K	0.5%	54
2019 Q4	–	Sell	-110	Closed	-$3K	–	102
2019 Q3	$3K	Buy	+110	New	+$3.13K	﹤0.01%	183

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

Fulcrum Equity Management's AVGO Position: Q2 2026 in Review

Fulcrum Equity Management increased its Broadcom (AVGO) stake by 17% in Q2 2026, buying an estimated $218K and bringing the position to 3,667 shares worth $1.39M. The position accounts for 1.02% of the portfolio, ranked #22.

Fulcrum Equity Management first reported a position in AVGO in Q3 2019 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Fulcrum Equity Management held 3,667 shares of Broadcom worth $1.39M as of Q2 2026.
Fulcrum Equity Management bought 543 Broadcom shares in Q2 2026, an estimated $218K.
Broadcom made up 1.02% of Fulcrum Equity Management's portfolio in Q2 2026, its #22 holding.
Fulcrum Equity Management first reported a position in Broadcom in Q3 2019 and has held it in 13 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.