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

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.