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GLOBALT Investments’s Broadcom AVGO Stock Holding History

GLOBALT Investments’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 		$28.4M Sell
75,279
-2,275
-3% -$912K 0.96% 20
2026
Q1 		$24M Sell
77,554
-10,187
-12% -$3.35M 0.86% 22
2025
Q4 		$30.4M Sell
87,741
-2,532
-3% -$905K 1.11% 21
2025
Q3 		$29.8M Sell
90,273
-17,082
-16% -$5.24M 1.09% 21
2025
Q2 		$29.6M Sell
107,355
-5,016
-4% -$1.09M 1.13% 19
2025
Q1 		$18.8M Sell
112,371
-13,022
-10% -$2.76M 0.77% 20
2024
Q4 		$29.1M Sell
125,393
-1,064
-0.8% -$197K 1.11% 19
2024
Q3 		$21.8M Sell
126,457
-6,103
-5% -$978K 0.82% 19
2024
Q2 		$21.3M Buy
132,560
+520
+0.4% +$72.9K 0.85% 21
2024
Q1 		$17.5M Sell
132,040
-5,670
-4% -$703K 0.7% 20
2023
Q4 		$15.4M Buy
+137,710
New +$13M 0.64% 21

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

GLOBALT Investments's AVGO Position: Q2 2026 in Review

GLOBALT Investments reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $912K and leaving 75,279 shares worth $28.4M. The position accounts for 0.96% of the portfolio, ranked #20.

GLOBALT Investments first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.4M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • GLOBALT Investments held 75,279 shares of Broadcom worth $28.4M as of Q2 2026.
  • GLOBALT Investments sold 2,275 Broadcom shares in Q2 2026, an estimated $912K.
  • Broadcom made up 0.96% of GLOBALT Investments's portfolio in Q2 2026, its #20 holding.
  • GLOBALT Investments first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Broadcom position peaked at $30.4M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.