Meridian Financial’s Broadcom AVGO Stock Holding History

Meridian Financial’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	$337K	Sell	893 -10	-1%	-$4.01K	0.16%	105
2026 Q1	$279K	Sell	903 -40	-4%	-$13.2K	0.15%	114
2025 Q4	$326K	Buy	943 +53	+6%	+$19K	0.18%	102
2025 Q3	$294K	Sell	890 -50	-5%	-$15.3K	0.17%	101
2025 Q2	$259K	Buy	+940	New	+$204K	0.17%	103
2025 Q1	–	Sell	-1,040	Closed	-$241K	–	122
2024 Q4	$241K	Sell	1,040 -600	-37%	-$111K	0.17%	102
2024 Q3	$283K	Sell	1,640 -220	-12%	-$35.3K	0.19%	100
2024 Q2	$299K	Sell	1,860 -70	-4%	-$9.81K	0.22%	91
2024 Q1	$256K	Sell	1,930 -100	-5%	-$12.4K	0.19%	102
2023 Q4	$227K	Buy	+2,030	New	+$192K	0.18%	100
2022 Q1	–	Sell	-3,750	Closed	-$250K	–	92
2021 Q4	$250K	Buy	+3,750	New	+$211K	0.23%	82

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

Meridian Financial's AVGO Position: Q2 2026 in Review

Meridian Financial reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $4.01K and leaving 893 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #105.

Meridian Financial first reported a position in AVGO in Q4 2021 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Meridian Financial held 893 shares of Broadcom worth $337K as of Q2 2026.
Meridian Financial sold 10 Broadcom shares in Q2 2026, an estimated $4.01K.
Broadcom made up 0.16% of Meridian Financial's portfolio in Q2 2026, its #105 holding.
Meridian Financial first reported a position in Broadcom in Q4 2021 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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