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Jacobsen Capital Management’s Broadcom AVGO Stock Holding History

Jacobsen Capital Management’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 		$3.63M Buy
9,611
+22
+0.2% +$8.82K 1.06% 17
2026
Q1 		$2.97M Buy
9,589
+191
+2% +$62.8K 1% 17
2025
Q4 		$3.25M Sell
9,398
-93
-1% -$33.3K 1.06% 15
2025
Q3 		$3.13M Buy
9,491
+243
+3% +$74.5K 1.06% 16
2025
Q2 		$2.55M Buy
9,248
+926
+11% +$201K 0.94% 17
2025
Q1 		$1.39M Buy
8,322
+193
+2% +$40.8K 0.61% 19
2024
Q4 		$1.88M Buy
8,129
+137
+2% +$25.3K 0.8% 18
2024
Q3 		$1.38M Buy
7,992
+192
+2% +$30.8K 0.58% 17
2024
Q2 		$1.25M Buy
7,800
+340
+5% +$47.6K 0.56% 18
2024
Q1 		$989K Buy
7,460
+90
+1% +$11.2K 0.46% 19
2023
Q4 		$823K Hold
7,370
– – 0.42% 24
2023
Q3 		$612K Sell
7,370
-220
-3% -$19.1K 0.33% 31
2023
Q2 		$658K Buy
7,590
+790
+12% +$56.3K 0.34% 30
2023
Q1 		$436K Buy
+6,800
New +$409K 0.23% 43

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

Jacobsen Capital Management's AVGO Position: Q2 2026 in Review

Jacobsen Capital Management increased its Broadcom (AVGO) stake by 0.23% in Q2 2026, buying an estimated $8.82K and bringing the position to 9,611 shares worth $3.63M. The position accounts for 1.06% of the portfolio, ranked #17.

Jacobsen Capital Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jacobsen Capital Management held 9,611 shares of Broadcom worth $3.63M as of Q2 2026.
  • Jacobsen Capital Management bought 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 1.06% of Jacobsen Capital Management's portfolio in Q2 2026, its #17 holding.
  • Jacobsen Capital Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.