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Greater Midwest Financial Group’s Broadcom AVGO Stock Holding History

Greater Midwest Financial Group’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 		$935K Buy
2,474
+142
+6% +$56.9K 0.47% 32
2026
Q1 		$722K Buy
2,332
+60
+3% +$19.7K 0.39% 35
2025
Q4 		$786K Sell
2,272
-19
-0.8% -$6.79K 0.44% 35
2025
Q3 		$756K Sell
2,291
-65
-3% -$19.9K 0.49% 34
2025
Q2 		$649K Sell
2,356
-228
-9% -$49.5K 0.5% 34
2025
Q1 		$433K Sell
2,584
-39,381
-94% -$8.33M 0.3% 39
2024
Q4 		$9.73M Sell
41,965
-4,206
-9% -$778K 6.16% 7
2024
Q3 		$7.96M Sell
46,171
-433,079
-90% -$69.4M 4.67% 8
2024
Q2 		$7.56M Buy
479,250
+429,770
+869% +$60.2M 4.79% 9
2024
Q1 		$6.56M Sell
49,480
-230
-0.5% -$28.5K 4.11% 10
2023
Q4 		$5.55M Buy
+49,710
New +$4.71M 3.77% 11

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

Greater Midwest Financial Group's AVGO Position: Q2 2026 in Review

Greater Midwest Financial Group increased its Broadcom (AVGO) stake by 6.1% in Q2 2026, buying an estimated $56.9K and bringing the position to 2,474 shares worth $935K. The position accounts for 0.47% of the portfolio, ranked #32.

Greater Midwest Financial Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.73M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Greater Midwest Financial Group held 2,474 shares of Broadcom worth $935K as of Q2 2026.
  • Greater Midwest Financial Group bought 142 Broadcom shares in Q2 2026, an estimated $56.9K.
  • Broadcom made up 0.47% of Greater Midwest Financial Group's portfolio in Q2 2026, its #32 holding.
  • Greater Midwest Financial Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's Broadcom position peaked at $9.73M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.