MEAC
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M.E. Allison & Co’s Broadcom AVGO Stock Holding History

M.E. Allison & 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 		$3.3M Sell
8,729
-83
-0.9% -$33.3K 1.9% 10
2026
Q1 		$2.73M Sell
8,812
-65
-0.7% -$21.4K 1.81% 11
2025
Q4 		$3.07M Buy
8,877
+4
+0% +$1.43K 2.09% 9
2025
Q3 		$2.93M Sell
8,873
-648
-7% -$199K 2.04% 9
2025
Q2 		$2.62M Buy
9,521
+708
+8% +$154K 2.11% 8
2025
Q1 		$1.48M Buy
8,813
+782
+10% +$166K 1.46% 19
2024
Q4 		$1.86M Buy
+8,031
New +$1.49M 2.05% 10

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

M.E. Allison & Co's AVGO Position: Q2 2026 in Review

M.E. Allison & Co reduced its Broadcom (AVGO) stake by 0.94% in Q2 2026, selling an estimated $33.3K and leaving 8,729 shares worth $3.3M. The position accounts for 1.9% of the portfolio, ranked #10.

M.E. Allison & Co first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • M.E. Allison & Co held 8,729 shares of Broadcom worth $3.3M as of Q2 2026.
  • M.E. Allison & Co sold 83 Broadcom shares in Q2 2026, an estimated $33.3K.
  • Broadcom made up 1.9% of M.E. Allison & Co's portfolio in Q2 2026, its #10 holding.
  • M.E. Allison & Co first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.