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McNamara Financial Services’s Broadcom AVGO Stock Holding History

McNamara Financial Services’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 		$732K Hold
1,938
– – 0.13% 52
2026
Q1 		$600K Hold
1,938
– – 0.11% 56
2025
Q4 		$671K Sell
1,938
-410
-17% -$147K 0.13% 51
2025
Q3 		$775K Hold
2,348
– – 0.14% 41
2025
Q2 		$647K Hold
2,348
– – 0.13% 44
2025
Q1 		$393K Buy
+2,348
New +$497K 0.08% 58
2024
Q4 		– Sell
-2,520
Closed -$435K – 74
2024
Q3 		$435K Sell
2,520
-700
-22% -$112K 0.09% 55
2024
Q2 		$517K Sell
3,220
-920
-22% -$129K 0.11% 43
2024
Q1 		$549K Buy
+4,140
New +$513K 0.12% 42
2016
Q1 		– Sell
-157,260
Closed -$2.28M – 40
2015
Q4 		$2.28M Hold
157,260
– – 2.24% 20
2015
Q3 		$1.97M Buy
157,260
+6,510
+4% +$82.2K 2.07% 23
2015
Q2 		$2M Sell
150,750
-9,250
-6% -$121K 1.89% 28
2015
Q1 		$2.03M Sell
160,000
-49,000
-23% -$562K 1.87% 25
2014
Q4 		$2.1M Buy
+209,000
New +$1.87M 1.92% 17

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McNamara Financial Services's AVGO Position: Q2 2026 in Review

McNamara Financial Services held its Broadcom (AVGO) position steady in Q2 2026 at 1,938 shares worth $732K. The position accounts for 0.13% of the portfolio, ranked #52.

McNamara Financial Services first reported a position in AVGO in Q4 2014 and has held it in 14 quarters since. The position peaked at $2.28M in Q4 2015. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • McNamara Financial Services held 1,938 shares of Broadcom worth $732K as of Q2 2026.
  • McNamara Financial Services left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.13% of McNamara Financial Services's portfolio in Q2 2026, its #52 holding.
  • McNamara Financial Services first reported a position in Broadcom in Q4 2014 and has held it in 14 quarters since.
  • McNamara Financial Services's Broadcom position peaked at $2.28M in Q4 2015.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.