McElhenny Sheffield Capital Management’s Broadcom AVGO Stock Holding History

McElhenny Sheffield 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	$1.58M	Buy	4,171 +434	+12%	+$174K	0.39%	13
2026 Q1	$1.16M	Buy	3,737 +198	+6%	+$65.2K	0.29%	17
2025 Q4	$1.22M	Buy	3,539 +249	+8%	+$89K	0.3%	17
2025 Q3	$1.09M	Buy	3,290 +950	+41%	+$291K	0.26%	24
2025 Q2	$645K	Buy	2,340 +13	+0.6%	+$2.82K	0.17%	34
2025 Q1	$390K	Sell	2,327 -118	-5%	-$25K	0.15%	75
2024 Q4	$567K	Sell	2,445 -73	-3%	-$13.5K	0.19%	33
2024 Q3	$434K	Sell	2,518 -202	-7%	-$32.4K	0.14%	69
2024 Q2	$464K	Sell	2,720 -50	-2%	-$7.01K	0.16%	59
2024 Q1	$371K	Hold	2,770	–	–	0.13%	68
2023 Q4	$303K	Hold	2,770	–	–	0.12%	71
2023 Q3	$239K	Buy	2,770 +20	+0.7%	+$1.73K	0.12%	84
2023 Q2	$243K	Buy	+2,750	New	+$196K	0.1%	82
2023 Q1	–	Sell	-180	Closed	-$2.93K	–	130
2022 Q4	$2.93K	Buy	+180	New	+$9.03K	﹤0.01%	459

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

McElhenny Sheffield Capital Management's AVGO Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $174K and bringing the position to 4,171 shares worth $1.58M. The position accounts for 0.39% of the portfolio, ranked #13.

McElhenny Sheffield Capital Management first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

McElhenny Sheffield Capital Management held 4,171 shares of Broadcom worth $1.58M as of Q2 2026.
McElhenny Sheffield Capital Management bought 434 Broadcom shares in Q2 2026, an estimated $174K.
Broadcom made up 0.39% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #13 holding.
McElhenny Sheffield Capital Management first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.