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Joseph Group Capital Management’s Broadcom AVGO Stock Holding History

Joseph Group 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 		$5.04M Sell
13,342
-1,758
-12% -$705K 1.06% 37
2026
Q1 		$4.67M Sell
15,100
-3,194
-17% -$1.05M 1.17% 32
2025
Q4 		$6.33M Buy
18,294
+507
+3% +$181K 1.66% 18
2025
Q3 		$5.87M Sell
17,787
-3,136
-15% -$962K 1.66% 22
2025
Q2 		$5.77M Buy
20,923
+1,888
+10% +$410K 1.94% 10
2025
Q1 		$3.19M Buy
19,035
+1,245
+7% +$263K 1.22% 29
2024
Q4 		$4.12M Buy
17,790
+1,403
+9% +$259K 1.63% 19
2024
Q3 		$2.83M Buy
+16,387
New +$2.63M 1.08% 26

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

Joseph Group Capital Management's AVGO Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $705K and leaving 13,342 shares worth $5.04M. The position accounts for 1.06% of the portfolio, ranked #37.

Joseph Group Capital Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.33M in Q4 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Joseph Group Capital Management held 13,342 shares of Broadcom worth $5.04M as of Q2 2026.
  • Joseph Group Capital Management sold 1,758 Broadcom shares in Q2 2026, an estimated $705K.
  • Broadcom made up 1.06% of Joseph Group Capital Management's portfolio in Q2 2026, its #37 holding.
  • Joseph Group Capital Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • Joseph Group Capital Management's Broadcom position peaked at $6.33M in Q4 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.