Longfellow Investment Management’s Broadcom AVGO Stock Holding History

Longfellow Investment 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	$24.2K	Sell	64 -19	-23%	-$7.62K	﹤0.01%	156
2026 Q1	$25.7K	Hold	83	–	–	0.01%	158
2025 Q4	$28.7K	Buy	83 +9	+12%	+$3.22K	0.01%	159
2025 Q3	$24.4K	Sell	74 -23	-24%	-$7.06K	0.01%	174
2025 Q2	$26.7K	Buy	+97	New	+$21.1K	0.01%	175
2023 Q3	–	Sell	-14,910	Closed	-$1.29M	–	250
2023 Q2	$1.29M	Sell	14,910 -2,190	-13%	-$156K	0.3%	48
2023 Q1	$1.1M	Sell	17,100 -13,610	-44%	-$819K	0.25%	60
2022 Q4	$1.72M	Hold	30,710	–	–	0.39%	47
2022 Q3	$1.36M	Hold	30,710	–	–	0.28%	87
2022 Q2	$1.49M	Hold	30,710	–	–	0.32%	71
2022 Q1	$1.93M	Buy	30,710 +5,110	+20%	+$304K	0.31%	84
2021 Q4	$1.7M	Sell	25,600 -3,910	-13%	-$220K	0.28%	88
2021 Q3	$1.43M	Hold	29,510	–	–	0.23%	99
2021 Q2	$1.41M	Sell	29,510 -14,450	-33%	-$670K	0.2%	110
2021 Q1	$2.04M	Sell	43,960 -6,530	-13%	-$302K	0.25%	102
2020 Q4	$2.21M	Buy	+50,490	New	+$1.97M	0.27%	90

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longfellow Investment Management's AVGO Position: Q2 2026 in Review

Longfellow Investment Management reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $7.62K and leaving 64 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Longfellow Investment Management first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.21M in Q4 2020. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Longfellow Investment Management held 64 shares of Broadcom worth $24.2K as of Q2 2026.
Longfellow Investment Management sold 19 Broadcom shares in Q2 2026, an estimated $7.62K.
Broadcom made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #156 holding.
Longfellow Investment Management first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
Longfellow Investment Management's Broadcom position peaked at $2.21M in Q4 2020.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.