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Great Lakes Retirement’s Broadcom AVGO Stock Holding History

Great Lakes Retirement’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 		$8.75M Sell
23,174
-1,304
-5% -$523K 0.78% 39
2026
Q1 		$7.58M Buy
24,478
+742
+3% +$244K 0.78% 34
2025
Q4 		$8.21M Sell
23,736
-610
-3% -$218K 0.85% 31
2025
Q3 		$8.03M Sell
24,346
-639
-3% -$196K 0.88% 32
2025
Q2 		$6.89M Sell
24,985
-401
-2% -$87.1K 0.82% 31
2025
Q1 		$4.25M Buy
25,386
+141
+0.6% +$29.8K 0.56% 39
2024
Q4 		$5.85M Sell
25,245
-1,676
-6% -$310K 0.76% 33
2024
Q3 		$4.64M Buy
26,921
+451
+2% +$72.3K 0.6% 37
2024
Q2 		$4.25M Sell
26,470
-460
-2% -$64.5K 0.58% 38
2024
Q1 		$3.57M Sell
26,930
-780
-3% -$96.6K 0.53% 40
2023
Q4 		$3.09M Buy
27,710
+4,290
+18% +$406K 0.51% 38
2023
Q3 		$1.95M Buy
23,420
+950
+4% +$82.3K 0.35% 54
2023
Q2 		$1.95M Buy
22,470
+20
+0.1% +$1.43K 0.34% 54
2023
Q1 		$1.44M Buy
22,450
+1,890
+9% +$114K 0.27% 77
2022
Q4 		$1.15M Buy
+20,560
New +$1.03M 0.29% 56
2020
Q1 		$674K Sell
28,560
-7,840
-22% -$221K 0.31% 46
2019
Q4 		$1.16M Buy
+36,400
New +$1.11M 0.36% 52

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

Great Lakes Retirement's AVGO Position: Q2 2026 in Review

Great Lakes Retirement reduced its Broadcom (AVGO) stake by 5.3% in Q2 2026, selling an estimated $523K and leaving 23,174 shares worth $8.75M. The position accounts for 0.78% of the portfolio, ranked #39.

Great Lakes Retirement first reported a position in AVGO in Q4 2019 and has held it in 17 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Great Lakes Retirement held 23,174 shares of Broadcom worth $8.75M as of Q2 2026.
  • Great Lakes Retirement sold 1,304 Broadcom shares in Q2 2026, an estimated $523K.
  • Broadcom made up 0.78% of Great Lakes Retirement's portfolio in Q2 2026, its #39 holding.
  • Great Lakes Retirement first reported a position in Broadcom in Q4 2019 and has held it in 17 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.