Groesbeck Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.46M | Sell |
14,459
-375
| -3% | -$150K | 8.7% | 2 |
|
|
2026
Q1 | $4.59M | Sell |
14,834
-150
| -1% | -$49.4K | 8.94% | 2 |
|
|
2025
Q4 | $5.19M | Sell |
14,984
-114
| -0.8% | -$40.8K | 9.79% | 1 |
|
|
2025
Q3 | $4.98M | Sell |
15,098
-2,377
| -14% | -$729K | 9.72% | 1 |
|
|
2025
Q2 | $4.82M | Sell |
17,475
-1,379
| -7% | -$299K | 8.45% | 1 |
|
|
2025
Q1 | $3.16M | Sell |
18,854
-1,780
| -9% | -$377K | 4.42% | 2 |
|
|
2024
Q4 | $4.78M | Sell |
20,634
-3,426
| -14% | -$634K | 6.22% | 1 |
|
|
2024
Q3 | $4.15M | Sell |
24,060
-3,050
| -11% | -$489K | 6.1% | 1 |
|
|
2024
Q2 | $4.35M | Sell |
27,110
-4,870
| -15% | -$682K | 6.03% | 1 |
|
|
2024
Q1 | $4.24M | Sell |
31,980
-1,140
| -3% | -$141K | 4.51% | 3 |
|
|
2023
Q4 | $3.7M | Buy |
33,120
+1,000
| +3% | +$94.7K | 5.12% | 1 |
|
|
2023
Q3 | $2.67M | Sell |
32,120
-1,600
| -5% | -$139K | 4.04% | 3 |
|
|
2023
Q2 | $2.92M | Sell |
33,720
-3,430
| -9% | -$245K | 4.45% | 1 |
|
|
2023
Q1 | $2.38M | Sell |
37,150
-80
| -0.2% | -$4.81K | 3.57% | 4 |
|
|
2022
Q4 | $2.08M | Hold |
37,230
| – | – | 3.49% | 4 |
|
|
2022
Q3 | $1.81M | Hold |
37,230
| – | – | 2.98% | 8 |
|
|
2022
Q2 | $1.81M | Sell |
37,230
-1,470
| -4% | -$82.5K | 2.98% | 8 |
|
|
2022
Q1 | $2.44M | Buy |
38,700
+10
| +0% | +$594 | 2.73% | 4 |
|
|
2021
Q4 | $2.57M | Buy |
38,690
+1,020
| +3% | +$57.3K | 3.27% | 7 |
|
|
2021
Q3 | $1.83M | Sell |
37,670
-4,740
| -11% | -$231K | 2.11% | 10 |
|
|
2021
Q2 | $2.02M | Buy |
42,410
+4,020
| +10% | +$186K | 2.58% | 6 |
|
|
2021
Q1 | $1.78M | Buy |
38,390
+18,770
| +96% | +$868K | 2.56% | 6 |
|
|
2020
Q4 | $859K | Buy |
19,620
+1,790
| +10% | +$69.8K | 1.41% | 23 |
|
|
2020
Q3 | $650K | Buy |
+17,830
| New | +$597K | 1.22% | 29 |
|
|
2020
Q1 | – | Sell |
-215,550
| Closed | -$6.81M | – | 76 |
|
|
2019
Q4 | $6.81M | Sell |
215,550
-7,600
| -3% | -$231K | 5.03% | 1 |
|
|
2019
Q3 | $6.16M | Buy |
223,150
+6,050
| +3% | +$172K | 4.62% | 1 |
|
|
2019
Q2 | $6.25M | Sell |
217,100
-31,980
| -13% | -$932K | 5.08% | 1 |
|
|
2019
Q1 | $7.49M | Buy |
249,080
+27,740
| +13% | +$752K | 5.71% | 1 |
|
|
2018
Q4 | $5.63M | Buy |
221,340
+41,180
| +23% | +$972K | 4.8% | 2 |
|
|
2018
Q3 | $4.45M | Sell |
180,160
-2,270
| -1% | -$50.9K | 3.02% | 7 |
|
|
2018
Q2 | $4.43M | Buy |
182,430
+3,610
| +2% | +$88.5K | 3.1% | 6 |
|
|
2018
Q1 | $4.21M | Buy |
178,820
+5,600
| +3% | +$141K | 3.06% | 9 |
|
|
2017
Q4 | $4.45M | Buy |
173,220
+2,370
| +1% | +$61.6K | 3.12% | 7 |
|
|
2017
Q3 | $4.14M | Sell |
170,850
-1,190
| -0.7% | -$29.4K | 2.98% | 7 |
|
|
2017
Q2 | $4.01M | Buy |
172,040
+1,010
| +0.6% | +$23.4K | 2.97% | 11 |
|
|
2017
Q1 | $3.75M | Buy |
171,030
+63,640
| +59% | +$1.31M | 2.78% | 14 |
|
|
2016
Q4 | $1.9M | Buy |
107,390
+88,190
| +459% | +$1.53M | 1.48% | 24 |
|
|
2016
Q3 | $331K | Buy |
19,200
+2,200
| +13% | +$36.8K | 0.25% | 85 |
|
|
2016
Q2 | $264K | Buy |
+17,000
| New | +$259K | 0.19% | 72 |
|
Other funds holding AVGO
CNB
CRM
AAMU
SP
HPC
COPPSERS
Groesbeck Investment Management's AVGO Position: Q2 2026 in Review
Groesbeck Investment Management reduced its Broadcom (AVGO) stake by 2.5% in Q2 2026, selling an estimated $150K and leaving 14,459 shares worth $5.46M. The position accounts for 8.7% of the portfolio, ranked #2.
Groesbeck Investment Management first reported a position in AVGO in Q2 2016 and has held it in 39 quarters since. The position peaked at $7.49M in Q1 2019. 875 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Groesbeck Investment Management held 14,459 shares of Broadcom worth $5.46M as of Q2 2026.
- Groesbeck Investment Management sold 375 Broadcom shares in Q2 2026, an estimated $150K.
- Broadcom made up 8.7% of Groesbeck Investment Management's portfolio in Q2 2026, its #2 holding.
- Groesbeck Investment Management first reported a position in Broadcom in Q2 2016 and has held it in 39 quarters since.
- Groesbeck Investment Management's Broadcom position peaked at $7.49M in Q1 2019.
- 875 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.