Grantham, Mayo, Van Otterloo & Co (GMO)
AVGO icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Broadcom AVGO Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$1.23B Sell
3,267,040
-81,477
-2% -$32.7M 2.78% 10
2026
Q1 		$1.04B Buy
3,348,517
+211,786
+7% +$69.7M 2.65% 9
2025
Q4 		$1.09B Buy
3,136,731
+325,982
+12% +$117M 2.78% 10
2025
Q3 		$927M Sell
2,810,749
-252,450
-8% -$77.4M 2.62% 10
2025
Q2 		$844M Buy
3,063,199
+1,323,637
+76% +$287M 2.54% 11
2025
Q1 		$291M Buy
1,739,562
+1,512,488
+666% +$320M 0.92% 31
2024
Q4 		$52.6M Buy
227,074
+12,302
+6% +$2.28M 0.17% 61
2024
Q3 		$37M Buy
214,772
+104,732
+95% +$16.8M 0.12% 124
2024
Q2 		$17.7M Buy
110,040
+18,620
+20% +$2.61M 0.06% 212
2024
Q1 		$12.1M Buy
91,420
+42,850
+88% +$5.31M 0.04% 240
2023
Q4 		$5.42M Buy
48,570
+4,350
+10% +$412K 0.02% 286
2023
Q3 		$3.67M Sell
44,220
-2,510
-5% -$218K 0.02% 342
2023
Q2 		$4.05M Buy
46,730
+22,740
+95% +$1.62M 0.02% 358
2023
Q1 		$1.54M Hold
23,990
– – 0.01% 442
2022
Q4 		$1.34M Hold
23,990
– – 0.01% 482
2022
Q3 		$1.06M Buy
23,990
+3,800
+19% +$194K 0.01% 490
2022
Q2 		$981K Sell
20,190
-2,000
-9% -$112K 0.01% 523
2022
Q1 		$1.4M Sell
22,190
-1,000
-4% -$59.4K 0.01% 483
2021
Q4 		$1.54M Sell
23,190
-2,000
-8% -$112K 0.01% 497
2021
Q3 		$1.22M Buy
25,190
+4,120
+20% +$200K 0.01% 509
2021
Q2 		$1M Buy
21,070
+1,070
+5% +$49.6K 0.01% 538
2021
Q1 		$927K Buy
+20,000
New +$925K 0.01% 604
2016
Q3 		– Sell
-108,830
Closed -$1.69M – 515
2016
Q2 		$1.69M Buy
+108,830
New +$1.66M 0.01% 382
2015
Q4 		– Sell
-26,000
Closed -$325K – 554
2015
Q3 		$325K Sell
26,000
-321,000
-93% -$4.06M ﹤0.01% 511
2015
Q2 		$4.61M Sell
347,000
-1,000
-0.3% -$13.1K 0.01% 256
2015
Q1 		$4.42M Sell
348,000
-15,000
-4% -$172K 0.01% 276
2014
Q4 		$3.65M Buy
+363,000
New +$3.24M 0.01% 289

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 $3.38T AUM 44.17% 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

Grantham, Mayo, Van Otterloo & Co (GMO)'s AVGO Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its Broadcom (AVGO) stake by 2.4% in Q2 2026, selling an estimated $32.7M and leaving 3,267,040 shares worth $1.23B. The position accounts for 2.78% of the portfolio, ranked #10.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AVGO in Q4 2014 and has held it in 27 quarters since. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 3,267,040 shares of Broadcom worth $1.23B as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 81,477 Broadcom shares in Q2 2026, an estimated $32.7M.
  • Broadcom made up 2.78% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #10 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Broadcom in Q4 2014 and has held it in 27 quarters since.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.