James Investment Research’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 | $15.4M | Buy |
40,779
+149
| +0.4% | +$59.7K | 1.57% | 10 |
|
|
2026
Q1 | $12.6M | Sell |
40,630
-821
| -2% | -$270K | 1.41% | 12 |
|
|
2025
Q4 | $14.3M | Sell |
41,451
-888
| -2% | -$318K | 1.57% | 11 |
|
|
2025
Q3 | $14M | Sell |
42,339
-1,226
| -3% | -$376K | 1.53% | 11 |
|
|
2025
Q2 | $12M | Sell |
43,565
-1,748
| -4% | -$380K | 1.43% | 14 |
|
|
2025
Q1 | $7.59M | Sell |
45,313
-8,303
| -15% | -$1.76M | 0.96% | 29 |
|
|
2024
Q4 | $12.4M | Sell |
53,616
-972
| -2% | -$180K | 1.48% | 11 |
|
|
2024
Q3 | $9.42M | Sell |
54,588
-4,982
| -8% | -$799K | 1.09% | 24 |
|
|
2024
Q2 | $9.56M | Buy |
59,570
+30
| +0.1% | +$4.2K | 1.14% | 23 |
|
|
2024
Q1 | $7.89M | Sell |
59,540
-1,730
| -3% | -$214K | 0.94% | 30 |
|
|
2023
Q4 | $6.84M | Buy |
61,270
+640
| +1% | +$60.6K | 0.86% | 36 |
|
|
2023
Q3 | $5.04M | Buy |
60,630
+4,940
| +9% | +$428K | 0.66% | 49 |
|
|
2023
Q2 | $4.83M | Buy |
55,690
+9,390
| +20% | +$670K | 0.62% | 52 |
|
|
2023
Q1 | $2.97M | Buy |
+46,300
| New | +$2.79M | 0.39% | 81 |
|
|
2020
Q4 | – | Sell |
-1,650
| Closed | -$60K | – | 507 |
|
|
2020
Q3 | $60K | Sell |
1,650
-9,350
| -85% | -$313K | 0.01% | 318 |
|
|
2020
Q2 | $347K | Sell |
11,000
-5,500
| -33% | -$154K | 0.03% | 219 |
|
|
2020
Q1 | $391K | Sell |
16,500
-1,600
| -9% | -$45.1K | 0.04% | 196 |
|
|
2019
Q4 | $572K | Sell |
18,100
-1,800
| -9% | -$54.7K | 0.04% | 225 |
|
|
2019
Q3 | $549K | Sell |
19,900
-42,950
| -68% | -$1.22M | 0.04% | 226 |
|
|
2019
Q2 | $1.81M | Sell |
62,850
-174,810
| -74% | -$5.09M | 0.13% | 131 |
|
|
2019
Q1 | $7.15M | Buy |
237,660
+145,200
| +157% | +$3.94M | 0.47% | 60 |
|
|
2018
Q4 | $2.35M | Sell |
92,460
-12,690
| -12% | -$299K | 0.15% | 131 |
|
|
2018
Q3 | $2.59M | Sell |
105,150
-46,900
| -31% | -$1.05M | 0.11% | 184 |
|
|
2018
Q2 | $3.69M | Sell |
152,050
-166,900
| -52% | -$4.09M | 0.14% | 144 |
|
|
2018
Q1 | $7.52M | Sell |
318,950
-203,440
| -39% | -$5.12M | 0.28% | 84 |
|
|
2017
Q4 | $13.4M | Sell |
522,390
-359,890
| -41% | -$9.36M | 0.46% | 48 |
|
|
2017
Q3 | $21.4M | Sell |
882,280
-10,940
| -1% | -$270K | 0.72% | 37 |
|
|
2017
Q2 | $20.8M | Buy |
893,220
+37,170
| +4% | +$862K | 0.65% | 47 |
|
|
2017
Q1 | $18.7M | Buy |
856,050
+44,690
| +6% | +$920K | 0.53% | 61 |
|
|
2016
Q4 | $14.3M | Buy |
+811,360
| New | +$14.1M | 0.37% | 95 |
|
Other funds holding AVGO
James Investment Research's AVGO Position: Q2 2026 in Review
James Investment Research increased its Broadcom (AVGO) stake by 0.37% in Q2 2026, buying an estimated $59.7K and bringing the position to 40,779 shares worth $15.4M. The position accounts for 1.57% of the portfolio, ranked #10.
James Investment Research first reported a position in AVGO in Q4 2016 and has held it in 30 quarters since. The position peaked at $21.4M in Q3 2017. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- James Investment Research held 40,779 shares of Broadcom worth $15.4M as of Q2 2026.
- James Investment Research bought 149 Broadcom shares in Q2 2026, an estimated $59.7K.
- Broadcom made up 1.57% of James Investment Research's portfolio in Q2 2026, its #10 holding.
- James Investment Research first reported a position in Broadcom in Q4 2016 and has held it in 30 quarters since.
- James Investment Research's Broadcom position peaked at $21.4M in Q3 2017.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.