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Investment Research & Advisory Group’s Broadcom AVGO Stock Holding History

Investment Research & Advisory Group’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 		$407K Sell
999
-69
-6% -$27.7K 0.13% 62
2026
Q1 		$352K Sell
1,068
-222
-17% -$73K 0.12% 63
2025
Q4 		$478K Buy
1,290
+3
+0.2% +$1.07K 0.16% 58
2025
Q3 		$455K Buy
1,287
+3
+0.2% +$920 0.15% 60
2025
Q2 		$354K Sell
1,284
-23
-2% -$4.99K 0.13% 61
2025
Q1 		$219K Buy
1,307
+397
+44% +$84K 0.09% 66
2024
Q4 		$211K Hold
910
– – 0.09% 66
2024
Q3 		$157K Hold
910
– – 0.07% 73
2024
Q2 		$146K Hold
910
– – 0.06% 71
2024
Q1 		$121K Sell
910
-10
-1% -$1.24K 0.06% 75
2023
Q4 		$103K Buy
920
+550
+149% +$52.1K 0.05% 79
2023
Q3 		$30.7K Hold
370
– – 0.02% 110
2023
Q2 		$32.1K Hold
370
– – 0.02% 117
2023
Q1 		$23.7K Hold
370
– – 0.02% 115
2022
Q4 		$20.7K Hold
370
– – 0.01% 113
2022
Q3 		$16K Hold
370
– – 0.01% 119
2022
Q2 		$18K Hold
370
– – 0.01% 119
2022
Q1 		$23K Hold
370
– – 0.01% 125
2021
Q4 		$25K Buy
+370
New +$20.8K 0.02% 124

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

Investment Research & Advisory Group's AVGO Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Broadcom (AVGO) stake by 6.5% in Q2 2026, selling an estimated $27.7K and leaving 999 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #62.

Investment Research & Advisory Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $478K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Investment Research & Advisory Group held 999 shares of Broadcom worth $407K as of Q2 2026.
  • Investment Research & Advisory Group sold 69 Broadcom shares in Q2 2026, an estimated $27.7K.
  • Broadcom made up 0.13% of Investment Research & Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Investment Research & Advisory Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Investment Research & Advisory Group's Broadcom position peaked at $478K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.