Matrix Asset Advisors’s Broadcom AVGO Stock Holding History

Matrix Asset Advisors’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	$422K	Buy	1,118 +19	+2%	+$7.62K	0.03%	79
2026 Q1	$340K	Hold	1,099	–	–	0.03%	82
2025 Q4	$380K	Sell	1,099 -20	-2%	-$7.15K	0.03%	84
2025 Q3	$369K	Buy	1,119 +27	+2%	+$8.28K	0.03%	82
2025 Q2	$301K	Buy	+1,092	New	+$237K	0.03%	87
2025 Q1	–	Sell	-1,060	Closed	-$246K	–	107
2024 Q4	$246K	Buy	+1,060	New	+$196K	0.03%	100

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

Matrix Asset Advisors's AVGO Position: Q2 2026 in Review

Matrix Asset Advisors increased its Broadcom (AVGO) stake by 1.7% in Q2 2026, buying an estimated $7.62K and bringing the position to 1,118 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #79.

Matrix Asset Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Matrix Asset Advisors held 1,118 shares of Broadcom worth $422K as of Q2 2026.
Matrix Asset Advisors bought 19 Broadcom shares in Q2 2026, an estimated $7.62K.
Broadcom made up 0.03% of Matrix Asset Advisors's portfolio in Q2 2026, its #79 holding.
Matrix Asset Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.