GIM
AVGO icon

Goelzer Investment Management’s Broadcom AVGO Stock Holding History

Goelzer Investment 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 		$45M Buy
119,112
+8,980
+8% +$3.6M 1.96% 5
2026
Q1 		$34.1M Buy
110,132
+2,274
+2% +$748K 1.65% 8
2025
Q4 		$37.3M Buy
107,858
+53
+0% +$19K 1.73% 9
2025
Q3 		$35.6M Sell
107,805
-937
-0.9% -$287K 1.88% 9
2025
Q2 		$30M Buy
108,742
+17,826
+20% +$3.87M 1.64% 9
2025
Q1 		$15.2M Buy
90,916
+28,322
+45% +$5.99M 0.88% 12
2024
Q4 		$14.5M Sell
62,594
-7,667
-11% -$1.42M 0.84% 14
2024
Q3 		$12.1M Buy
70,261
+41
+0.1% +$6.57K 0.66% 23
2024
Q2 		$11.3M Sell
70,220
-16,000
-19% -$2.24M 0.63% 23
2024
Q1 		$11.4M Sell
86,220
-15,020
-15% -$1.86M 0.65% 23
2023
Q4 		$11.3M Buy
101,240
+120
+0.1% +$11.4K 0.73% 23
2023
Q3 		$8.4M Sell
101,120
-8,520
-8% -$739K 0.59% 32
2023
Q2 		$9.51M Sell
109,640
-2,810
-2% -$200K 0.81% 29
2023
Q1 		$7.21M Sell
112,450
-4,870
-4% -$293K 0.63% 49
2022
Q4 		$6.56M Sell
117,320
-780
-0.7% -$39.1K 0.56% 53
2022
Q3 		$5.24M Buy
118,100
+48,580
+70% +$2.48M 0.52% 58
2022
Q2 		$3.38M Sell
69,520
-2,420
-3% -$136K 0.33% 95
2022
Q1 		$4.53M Buy
71,940
+850
+1% +$50.5K 0.39% 82
2021
Q4 		$4.73M Sell
71,090
-1,720
-2% -$96.7K 0.39% 79
2021
Q3 		$3.53M Sell
72,810
-1,610
-2% -$78.3K 0.31% 102
2021
Q2 		$3.55M Sell
74,420
-1,780
-2% -$82.5K 0.29% 105
2021
Q1 		$3.53M Sell
76,200
-4,060
-5% -$188K 0.31% 102
2020
Q4 		$3.51M Sell
80,260
-810
-1% -$31.6K 0.32% 98
2020
Q3 		$2.95M Buy
81,070
+170
+0.2% +$5.69K 0.27% 107
2020
Q2 		$2.55M Sell
80,900
-6,560
-8% -$184K 0.25% 110
2020
Q1 		$2.07M Buy
87,460
+770
+0.9% +$21.7K 0.24% 112
2019
Q4 		$2.74M Sell
86,690
-1,930
-2% -$58.6K 0.24% 116
2019
Q3 		$2.45M Sell
88,620
-190
-0.2% -$5.4K 0.22% 124
2019
Q2 		$2.56M Sell
88,810
-730
-0.8% -$21.3K 0.24% 121
2019
Q1 		$2.69M Buy
89,540
+1,670
+2% +$45.3K 0.26% 119
2018
Q4 		$2.23M Sell
87,870
-1,850
-2% -$43.7K 0.29% 116
2018
Q3 		$2.21M Sell
89,720
-2,320
-3% -$52K 0.25% 132
2018
Q2 		$2.23M Sell
92,040
-4,320
-4% -$106K 0.26% 128
2018
Q1 		$2.27M Sell
96,360
-37,670
-28% -$948K 0.27% 124
2017
Q4 		$3.44M Sell
134,030
-5,620
-4% -$146K 0.39% 99
2017
Q3 		$3.39M Sell
139,650
-1,320
-0.9% -$32.6K 0.4% 98
2017
Q2 		$3.29M Sell
140,970
-12,610
-8% -$293K 0.4% 97
2017
Q1 		$3.36M Sell
153,580
-4,000
-3% -$82.4K 0.42% 96
2016
Q4 		$2.79M Sell
157,580
-43,230
-22% -$749K 0.36% 105
2016
Q3 		$3.46M Buy
200,810
+12,090
+6% +$202K 0.47% 91
2016
Q2 		$2.93M Buy
188,720
+3,120
+2% +$47.5K 0.4% 102
2016
Q1 		$2.87M Buy
185,600
+121,430
+189% +$1.64M 0.41% 104
2015
Q4 		$931K Sell
64,170
-7,030
-10% -$91.4K 0.14% 152
2015
Q3 		$890K Hold
71,200
– – 0.14% 150
2015
Q2 		$946K Sell
71,200
-4,550
-6% -$59.6K 0.14% 148
2015
Q1 		$962K Buy
+75,750
New +$868K 0.15% 146

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Goelzer Investment Management's AVGO Position: Q2 2026 in Review

Goelzer Investment Management increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $3.6M and bringing the position to 119,112 shares worth $45M. The position accounts for 1.96% of the portfolio, ranked #5.

Goelzer Investment Management first reported a position in AVGO in Q1 2015 and has held it in 46 quarters since. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Goelzer Investment Management held 119,112 shares of Broadcom worth $45M as of Q2 2026.
  • Goelzer Investment Management bought 8,980 Broadcom shares in Q2 2026, an estimated $3.6M.
  • Broadcom made up 1.96% of Goelzer Investment Management's portfolio in Q2 2026, its #5 holding.
  • Goelzer Investment Management first reported a position in Broadcom in Q1 2015 and has held it in 46 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.