Guild Investment Management’s Broadcom AVGO Stock Holding History

Guild Investment Management’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	$1.48M	Sell	3,920 -924	-19%	-$370K	1.01%	26
2026 Q1	$1.5M	Sell	4,844 -756	-14%	-$249K	1.07%	24
2025 Q4	$1.94M	Hold	5,600	–	–	1.44%	24
2025 Q3	$1.85M	Hold	5,600	–	–	1.47%	24
2025 Q2	$1.54M	Hold	5,600	–	–	1.34%	27
2025 Q1	$938K	Hold	5,600	–	–	0.99%	26
2024 Q4	$1.3M	Hold	5,600	–	–	1.41%	25
2024 Q3	$966K	Hold	5,600	–	–	1.06%	28
2024 Q2	$899K	Sell	5,600 -140	-2%	-$19.6K	1.03%	27
2024 Q1	$764K	Hold	5,740	–	–	0.98%	29
2023 Q4	$641K	Hold	5,740	–	–	1.02%	30
2023 Q3	$477K	Hold	5,740	–	–	0.8%	35
2023 Q2	$498K	Hold	5,740	–	–	0.7%	41
2023 Q1	$369K	Hold	5,740	–	–	0.57%	42
2022 Q4	$321K	Hold	5,740	–	–	0.55%	41
2022 Q3	$255K	Buy	5,740 +740	+15%	+$37.8K	0.44%	50
2022 Q2	$257K	Hold	5,000	–	–	0.39%	50
2022 Q1	$315K	Hold	5,000	–	–	0.32%	55
2021 Q4	$333K	Hold	5,000	–	–	0.34%	54
2021 Q3	$242K	Hold	5,000	–	–	0.23%	62
2021 Q2	$238K	Hold	5,000	–	–	0.23%	60
2021 Q1	$232K	Buy	+5,000	New	+$231K	0.25%	65

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Guild Investment Management's AVGO Position: Q2 2026 in Review

Guild Investment Management reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $370K and leaving 3,920 shares worth $1.48M. The position accounts for 1.01% of the portfolio, ranked #26.

Guild Investment Management first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.94M in Q4 2025. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Guild Investment Management held 3,920 shares of Broadcom worth $1.48M as of Q2 2026.
Guild Investment Management sold 924 Broadcom shares in Q2 2026, an estimated $370K.
Broadcom made up 1.01% of Guild Investment Management's portfolio in Q2 2026, its #26 holding.
Guild Investment Management first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
Guild Investment Management's Broadcom position peaked at $1.94M in Q4 2025.
4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.