HAM
AVGO icon

Harmony Asset Management’s Broadcom AVGO Stock Holding History

Harmony Asset 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 		$3.13M Sell
8,277
-830
-9% -$333K 0.84% 32
2026
Q1 		$2.82M Buy
9,107
+126
+1% +$41.5K 0.86% 23
2025
Q4 		$3.11M Buy
8,981
+24
+0.3% +$8.58K 1.04% 23
2025
Q3 		$2.95M Hold
8,957
– – 1.02% 23
2025
Q2 		$2.47M Sell
8,957
-1,025
-10% -$223K 0.92% 25
2025
Q1 		$1.67M Sell
9,982
-35
-0.3% -$7.41K 0.7% 36
2024
Q4 		$2.32M Sell
10,017
-1,588
-14% -$294K 0.92% 32
2024
Q3 		$2M Buy
11,605
+2,165
+23% +$347K 0.74% 43
2024
Q2 		$1.52M Buy
9,440
+820
+10% +$115K 0.63% 48
2024
Q1 		$1.14M Buy
8,620
+200
+2% +$24.8K 0.47% 58
2023
Q4 		$940K Buy
+8,420
New +$797K 0.4% 67

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

Harmony Asset Management's AVGO Position: Q2 2026 in Review

Harmony Asset Management reduced its Broadcom (AVGO) stake by 9.1% in Q2 2026, selling an estimated $333K and leaving 8,277 shares worth $3.13M. The position accounts for 0.84% of the portfolio, ranked #32.

Harmony Asset Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Harmony Asset Management held 8,277 shares of Broadcom worth $3.13M as of Q2 2026.
  • Harmony Asset Management sold 830 Broadcom shares in Q2 2026, an estimated $333K.
  • Broadcom made up 0.84% of Harmony Asset Management's portfolio in Q2 2026, its #32 holding.
  • Harmony Asset Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.