Jacobs Levy Equity Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229M Buy
605,681
+114,298
+23% +$45.8M 0.82% 22
2026
Q1
$152M Sell
491,383
-179,668
-27% -$59.1M 0.64% 33
2025
Q4
$232M Buy
671,051
+131,568
+24% +$47M 0.9% 22
2025
Q3
$178M Buy
539,483
+154,810
+40% +$47.5M 0.71% 25
2025
Q2
$106M Buy
384,673
+208,574
+118% +$45.3M 0.42% 61
2025
Q1
$29.5M Sell
176,099
-189,593
-52% -$40.1M 0.12% 177
2024
Q4
$84.8M Buy
365,692
+243,186
+199% +$45M 0.3% 82
2024
Q3
$21.1M Sell
122,506
-7,964
-6% -$1.28M 0.08% 222
2024
Q2
$20.9M Buy
130,470
+107,310
+463% +$15M 0.09% 211
2024
Q1
$3.07M Buy
23,160
+14,460
+166% +$1.79M 0.01% 520
2023
Q4
$971K Buy
+8,700
New +$824K ﹤0.01% 725
2019
Q3
– Sell
-444,270
Closed -$12.8M – 920
2019
Q2
$12.8M Buy
+444,270
New +$12.9M 0.18% 152
2015
Q3
– Sell
-80,300
Closed -$1.07M – 808
2015
Q2
$1.07M Sell
80,300
-215,500
-73% -$2.82M 0.02% 458
2015
Q1
$3.76M Buy
+295,800
New +$3.39M 0.06% 266

Other funds holding AVGO

Jacobs Levy Equity Management's AVGO Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Broadcom (AVGO) stake by 23% in Q2 2026, buying an estimated $45.8M and bringing the position to 605,681 shares worth $229M. The position accounts for 0.82% of the portfolio, ranked #22.

Jacobs Levy Equity Management first reported a position in AVGO in Q1 2015 and has held it in 14 quarters since. The position peaked at $232M in Q4 2025. 4,856 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jacobs Levy Equity Management held 605,681 shares of Broadcom worth $229M as of Q2 2026.
  • Jacobs Levy Equity Management bought 114,298 Broadcom shares in Q2 2026, an estimated $45.8M.
  • Broadcom made up 0.82% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #22 holding.
  • Jacobs Levy Equity Management first reported a position in Broadcom in Q1 2015 and has held it in 14 quarters since.
  • Jacobs Levy Equity Management's Broadcom position peaked at $232M in Q4 2025.
  • 4,856 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.