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Investment House LLC’s Broadcom AVGO Stock Holding History

Investment House LLC’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 		$3.41M Sell
9,040
-88
-1% -$35.3K 0.15% 94
2026
Q1 		$2.83M Sell
9,128
-87
-0.9% -$28.6K 0.15% 105
2025
Q4 		$3.19M Sell
9,215
-122
-1% -$43.6K 0.15% 101
2025
Q3 		$3.08M Sell
9,337
-100
-1% -$30.7K 0.15% 106
2025
Q2 		$2.6M Sell
9,437
-33
-0.3% -$7.17K 0.13% 111
2025
Q1 		$1.59M Sell
9,470
-460
-5% -$97.4K 0.09% 127
2024
Q4 		$2.3M Sell
9,930
-300
-3% -$55.5K 0.13% 108
2024
Q3 		$1.76M Sell
10,230
-600
-6% -$96.2K 0.1% 117
2024
Q2 		$1.74M Sell
10,830
-50
-0.5% -$7.01K 0.1% 110
2024
Q1 		$1.44M Sell
10,880
-500
-4% -$62K 0.08% 114
2023
Q4 		$1.27M Buy
11,380
+340
+3% +$32.2K 0.09% 111
2023
Q3 		$917K Hold
11,040
– – 0.07% 120
2023
Q2 		$958K Hold
11,040
– – 0.07% 119
2023
Q1 		$708K Buy
11,040
+390
+4% +$23.5K 0.06% 128
2022
Q4 		$595K Buy
10,650
+150
+1% +$7.52K 0.06% 128
2022
Q3 		$466K Hold
10,500
– – 0.04% 137
2022
Q2 		$510K Buy
10,500
+250
+2% +$14K 0.04% 126
2022
Q1 		$645K Hold
10,250
– – 0.05% 124
2021
Q4 		$682K Hold
10,250
– – 0.04% 130
2021
Q3 		$497K Hold
10,250
– – 0.04% 140
2021
Q2 		$488K Hold
10,250
– – 0.03% 148
2021
Q1 		$475K Hold
10,250
– – 0.04% 146
2020
Q4 		$449K Hold
10,250
– – 0.03% 163
2020
Q3 		$373K Buy
10,250
+500
+5% +$16.7K 0.03% 160
2020
Q2 		$308K Buy
9,750
+750
+8% +$21K 0.03% 159
2020
Q1 		$213K Sell
9,000
-500
-5% -$14.1K 0.02% 163
2019
Q4 		$300K Buy
9,500
+500
+6% +$15.2K 0.03% 190
2019
Q3 		$248K Buy
9,000
+500
+6% +$14.2K 0.03% 179
2019
Q2 		$245K Buy
+8,500
New +$248K 0.03% 177

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment House LLC's AVGO Position: Q2 2026 in Review

Investment House LLC reduced its Broadcom (AVGO) stake by 0.96% in Q2 2026, selling an estimated $35.3K and leaving 9,040 shares worth $3.41M. The position accounts for 0.15% of the portfolio, ranked #94.

Investment House LLC first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Investment House LLC held 9,040 shares of Broadcom worth $3.41M as of Q2 2026.
  • Investment House LLC sold 88 Broadcom shares in Q2 2026, an estimated $35.3K.
  • Broadcom made up 0.15% of Investment House LLC's portfolio in Q2 2026, its #94 holding.
  • Investment House LLC first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
  • 2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.