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Means Investment Company’s Broadcom AVGO Stock Holding History

Means Investment Company’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 		$10.8M Buy
28,554
+2,194
+8% +$880K 0.81% 23
2026
Q1 		$8.16M Buy
26,360
+590
+2% +$194K 0.71% 25
2025
Q4 		$8.92M Buy
25,770
+1,532
+6% +$548K 0.75% 23
2025
Q3 		$8M Buy
24,238
+3,683
+18% +$1.13M 0.69% 24
2025
Q2 		$5.67M Buy
20,555
+3,194
+18% +$694K 0.54% 32
2025
Q1 		$2.91M Buy
17,361
+10,351
+148% +$2.19M 0.31% 48
2024
Q4 		$1.63M Buy
7,010
+866
+14% +$160K 0.17% 71
2024
Q3 		$1.06M Buy
6,144
+1,414
+30% +$227K 0.12% 91
2024
Q2 		$759K Buy
4,730
+170
+4% +$23.8K 0.09% 98
2024
Q1 		$604K Buy
4,560
+160
+4% +$19.8K 0.08% 121
2023
Q4 		$491K Buy
4,400
+630
+17% +$59.7K 0.07% 125
2023
Q3 		$313K Buy
3,770
+1,090
+41% +$94.5K 0.05% 157
2023
Q2 		$232K Buy
+2,680
New +$191K 0.04% 183

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

Means Investment Company's AVGO Position: Q2 2026 in Review

Means Investment Company increased its Broadcom (AVGO) stake by 8.3% in Q2 2026, buying an estimated $880K and bringing the position to 28,554 shares worth $10.8M. The position accounts for 0.81% of the portfolio, ranked #23.

Means Investment Company first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Means Investment Company held 28,554 shares of Broadcom worth $10.8M as of Q2 2026.
  • Means Investment Company bought 2,194 Broadcom shares in Q2 2026, an estimated $880K.
  • Broadcom made up 0.81% of Means Investment Company's portfolio in Q2 2026, its #23 holding.
  • Means Investment Company first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.