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J.M. Forbes & Co’s Broadcom AVGO Stock Holding History

J.M. Forbes & Co’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 		$44.6M Sell
118,169
-634
-0.5% -$254K 3.51% 7
2026
Q1 		$36.8M Buy
118,803
+134
+0.1% +$44.1K 3.11% 8
2025
Q4 		$41.1M Buy
118,669
+930
+0.8% +$333K 3.33% 7
2025
Q3 		$38.8M Buy
117,739
+1,109
+1% +$340K 3.23% 7
2025
Q2 		$32.1M Sell
116,630
-128
-0.1% -$27.8K 2.94% 7
2025
Q1 		$19.5M Buy
116,758
+3,099
+3% +$656K 1.89% 11
2024
Q4 		$26.4M Buy
113,659
+159
+0.1% +$29.4K 2.54% 8
2024
Q3 		$19.6M Sell
113,500
-1,250
-1% -$200K 1.91% 11
2024
Q2 		$18.4M Buy
114,750
+1,240
+1% +$174K 1.89% 12
2024
Q1 		$15M Sell
113,510
-40,850
-26% -$5.06M 1.63% 18
2023
Q4 		$17.2M Buy
154,360
+1,190
+0.8% +$113K 2% 14
2023
Q3 		$12.7M Sell
153,170
-36,830
-19% -$3.19M 1.65% 20
2023
Q2 		$16.5M Sell
190,000
-34,630
-15% -$2.47M 2.05% 13
2023
Q1 		$14.4M Buy
224,630
+2,190
+1% +$132K 1.97% 20
2022
Q4 		$12.4M Sell
222,440
-70
-0% -$3.51K 1.79% 25
2022
Q3 		$9.88M Buy
222,510
+2,100
+1% +$107K 1.55% 26
2022
Q2 		$10.7M Sell
220,410
-180
-0.1% -$10.1K 1.58% 28
2022
Q1 		$13.9M Buy
220,590
+420
+0.2% +$24.9K 1.76% 24
2021
Q4 		$14.7M Buy
220,170
+1,100
+0.5% +$61.8K 1.68% 25
2021
Q3 		$10.6M Buy
219,070
+2,280
+1% +$111K 1.34% 33
2021
Q2 		$10.3M Buy
216,790
+430
+0.2% +$19.9K 1.3% 35
2021
Q1 		$10M Buy
216,360
+4,590
+2% +$212K 1.4% 33
2020
Q4 		$9.27M Buy
211,770
+2,460
+1% +$95.9K 1.36% 32
2020
Q3 		$7.63M Buy
+209,310
New +$7.01M 1.22% 32

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

J.M. Forbes & Co's AVGO Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Broadcom (AVGO) stake by 0.53% in Q2 2026, selling an estimated $254K and leaving 118,169 shares worth $44.6M. The position accounts for 3.51% of the portfolio, ranked #7.

J.M. Forbes & Co first reported a position in AVGO in Q3 2020 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • J.M. Forbes & Co held 118,169 shares of Broadcom worth $44.6M as of Q2 2026.
  • J.M. Forbes & Co sold 634 Broadcom shares in Q2 2026, an estimated $254K.
  • Broadcom made up 3.51% of J.M. Forbes & Co's portfolio in Q2 2026, its #7 holding.
  • J.M. Forbes & Co first reported a position in Broadcom in Q3 2020 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.