HBS
AVGO icon

Howard Bailey Securities’s Broadcom AVGO Stock Holding History

Howard Bailey Securities’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 		$775K Sell
2,051
-36
-2% -$14.4K 0.29% 45
2026
Q1 		$646K Buy
2,087
+485
+30% +$160K 0.27% 56
2025
Q4 		$554K Buy
1,602
+12
+0.8% +$4.29K 0.22% 66
2025
Q3 		$525K Sell
1,590
-43
-3% -$13.2K 0.15% 75
2025
Q2 		$450K Sell
1,633
-11
-0.7% -$2.39K 0.14% 87
2025
Q1 		$275K Buy
1,644
+64
+4% +$13.5K 0.09% 117
2024
Q4 		$366K Sell
1,580
-140
-8% -$25.9K 0.14% 102
2024
Q3 		$297K Buy
+1,720
New +$276K 0.11% 117

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

Howard Bailey Securities's AVGO Position: Q2 2026 in Review

Howard Bailey Securities reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $14.4K and leaving 2,051 shares worth $775K. The position accounts for 0.29% of the portfolio, ranked #45.

Howard Bailey Securities first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Howard Bailey Securities held 2,051 shares of Broadcom worth $775K as of Q2 2026.
  • Howard Bailey Securities sold 36 Broadcom shares in Q2 2026, an estimated $14.4K.
  • Broadcom made up 0.29% of Howard Bailey Securities's portfolio in Q2 2026, its #45 holding.
  • Howard Bailey Securities first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.