MT
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Midwest Trust’s Broadcom AVGO Stock Holding History

Midwest Trust’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 		$202M Sell
534,193
-531
-0.1% -$213K 2.29% 7
2026
Q1 		$166M Buy
534,724
+5,196
+1% +$1.71M 2.06% 7
2025
Q4 		$183M Sell
529,528
-2,573
-0.5% -$920K 2.29% 7
2025
Q3 		$176M Buy
532,101
+2,261
+0.4% +$694K 2.28% 7
2025
Q2 		$146M Buy
+529,840
New +$115M 2.02% 6

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

Midwest Trust's AVGO Position: Q2 2026 in Review

Midwest Trust reduced its Broadcom (AVGO) stake by 0.1% in Q2 2026, selling an estimated $213K and leaving 534,193 shares worth $202M. The position accounts for 2.29% of the portfolio, ranked #7.

Midwest Trust first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Midwest Trust held 534,193 shares of Broadcom worth $202M as of Q2 2026.
  • Midwest Trust sold 531 Broadcom shares in Q2 2026, an estimated $213K.
  • Broadcom made up 2.29% of Midwest Trust's portfolio in Q2 2026, its #7 holding.
  • Midwest Trust first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.