Matrix Trust Company’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.76M Sell
9,948
-2,686
-21% -$1.08M 0.55% 28
2026
Q1
$3.91M Buy
12,634
+2,179
+21% +$717K 0.65% 24
2025
Q4
$3.62M Sell
10,455
-1,257
-11% -$450K 0.6% 25
2025
Q3
$3.86M Sell
11,712
-2,774
-19% -$851K 0.6% 23
2025
Q2
$3.99M Buy
14,486
+833
+6% +$181K 0.64% 23
2025
Q1
$2.29M Buy
13,653
+351
+3% +$74.3K 0.39% 34
2024
Q4
$3.08M Sell
13,302
-5,798
-30% -$1.07M 0.54% 26
2024
Q3
$3.29M Buy
19,100
+440
+2% +$70.5K 0.62% 23
2024
Q2
$3M Buy
18,660
+550
+3% +$77.1K 0.68% 18
2024
Q1
$2.4M Sell
18,110
-1,010
-5% -$125K 0.54% 20
2023
Q4
$2.13M Buy
19,120
+500
+3% +$47.3K 0.5% 23
2023
Q3
$1.55M Sell
18,620
-7,180
-28% -$622K 0.4% 33
2023
Q2
$2.24M Sell
25,800
-13,090
-34% -$934K 0.58% 18
2023
Q1
$2.5M Buy
38,890
+7,010
+22% +$422K 0.67% 17
2022
Q4
$1.78M Buy
31,880
+7,500
+31% +$376K 0.45% 23
2022
Q3
$1.08M Buy
24,380
+6,240
+34% +$319K 0.31% 25
2022
Q2
$881K Buy
18,140
+10,840
+148% +$608K 0.24% 22
2022
Q1
$460K Buy
+7,300
New +$434K 0.11% 19

Other funds holding AVGO

Matrix Trust Company's AVGO Position: Q2 2026 in Review

Matrix Trust Company reduced its Broadcom (AVGO) stake by 21% in Q2 2026, selling an estimated $1.08M and leaving 9,948 shares worth $3.76M. The position accounts for 0.55% of the portfolio, ranked #28.

Matrix Trust Company first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.99M in Q2 2025. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Matrix Trust Company held 9,948 shares of Broadcom worth $3.76M as of Q2 2026.
  • Matrix Trust Company sold 2,686 Broadcom shares in Q2 2026, an estimated $1.08M.
  • Broadcom made up 0.55% of Matrix Trust Company's portfolio in Q2 2026, its #28 holding.
  • Matrix Trust Company first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • Matrix Trust Company's Broadcom position peaked at $3.99M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.