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Hamilton Point Investment Advisors’s Broadcom AVGO Stock Holding History

Hamilton Point Investment Advisors’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 		$615K Buy
1,629
+65
+4% +$26.1K 0.09% 96
2026
Q1 		$484K Sell
1,564
-365
-19% -$120K 0.07% 99
2025
Q4 		$668K Sell
1,929
-24
-1% -$8.58K 0.1% 87
2025
Q3 		$644K Buy
1,953
+70
+4% +$21.5K 0.1% 87
2025
Q2 		$519K Hold
1,883
– – 0.09% 92
2025
Q1 		$315K Buy
1,883
+60
+3% +$12.7K 0.06% 103
2024
Q4 		$423K Buy
1,823
+122
+7% +$22.6K 0.07% 96
2024
Q3 		$293K Buy
1,701
+1
+0.1% +$160 0.05% 103
2024
Q2 		$273K Buy
+1,700
New +$238K 0.05% 105

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

Hamilton Point Investment Advisors's AVGO Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,629 shares worth $615K. The position accounts for 0.09% of the portfolio, ranked #96.

Hamilton Point Investment Advisors first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $668K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Hamilton Point Investment Advisors held 1,629 shares of Broadcom worth $615K as of Q2 2026.
  • Hamilton Point Investment Advisors bought 65 Broadcom shares in Q2 2026, an estimated $26.1K.
  • Broadcom made up 0.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Hamilton Point Investment Advisors first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Hamilton Point Investment Advisors's Broadcom position peaked at $668K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.