JIC
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Joel Isaacson & Co’s Broadcom AVGO Stock Holding History

Joel Isaacson & 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 		$5.74M Buy
15,202
+210
+1% +$84.2K 0.17% 63
2026
Q1 		$4.64M Buy
14,992
+411
+3% +$135K 0.15% 66
2025
Q4 		$5.05M Buy
14,581
+1,355
+10% +$485K 0.17% 63
2025
Q3 		$4.36M Buy
13,226
+1,800
+16% +$552K 0.16% 66
2025
Q2 		$3.15M Sell
11,426
-515
-4% -$112K 0.13% 78
2025
Q1 		$2M Buy
11,941
+556
+5% +$118K 0.09% 103
2024
Q4 		$2.64M Sell
11,385
-385
-3% -$71.2K 0.12% 80
2024
Q3 		$2.03M Buy
11,770
+200
+2% +$32.1K 0.1% 98
2024
Q2 		$1.86M Sell
11,570
-30
-0.3% -$4.2K 0.1% 96
2024
Q1 		$1.54M Buy
+11,600
New +$1.44M 0.08% 105
2023
Q2 		– Sell
-3,380
Closed -$217K – 324
2023
Q1 		$217K Buy
+3,380
New +$203K 0.02% 302
2022
Q3 		– Sell
-4,340
Closed -$211K – 302
2022
Q2 		$211K Sell
4,340
-2,360
-35% -$132K 0.02% 275
2022
Q1 		$393K Buy
6,700
+70
+1% +$4.16K 0.03% 217
2021
Q4 		$441K Sell
6,630
-140
-2% -$7.87K 0.03% 203
2021
Q3 		$328K Buy
6,770
+110
+2% +$5.35K 0.02% 241
2021
Q2 		$317K Buy
6,660
+1,240
+23% +$57.5K 0.02% 231
2021
Q1 		$251K Buy
+5,420
New +$251K 0.02% 232
2017
Q1 		– Sell
-240
Closed -$4K – 203
2016
Q4 		$4K Hold
240
– – ﹤0.01% 572
2016
Q3 		$4K Hold
240
– – ﹤0.01% 630
2016
Q2 		$4K Sell
240
-170
-41% -$2.59K ﹤0.01% 629
2016
Q1 		$6K Buy
410
+170
+71% +$2.3K ﹤0.01% 625
2015
Q4 		$3K Buy
+240
New +$3.12K ﹤0.01% 652
2014
Q4 		– Sell
-5,000
Closed -$44K – 635
2014
Q3 		$44K Buy
+5,000
New +$39K 0.01% 321

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Joel Isaacson & Co's AVGO Position: Q2 2026 in Review

Joel Isaacson & Co increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $84.2K and bringing the position to 15,202 shares worth $5.74M. The position accounts for 0.17% of the portfolio, ranked #63.

Joel Isaacson & Co first reported a position in AVGO in Q3 2014 and has held it in 23 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Joel Isaacson & Co held 15,202 shares of Broadcom worth $5.74M as of Q2 2026.
  • Joel Isaacson & Co bought 210 Broadcom shares in Q2 2026, an estimated $84.2K.
  • Broadcom made up 0.17% of Joel Isaacson & Co's portfolio in Q2 2026, its #63 holding.
  • Joel Isaacson & Co first reported a position in Broadcom in Q3 2014 and has held it in 23 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.