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Montgomery Investment Management’s Broadcom AVGO Stock Holding History

Montgomery Investment 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 		$526K Buy
1,393
+2
+0.1% +$802 0.16% 75
2026
Q1 		$430K Buy
1,391
+3
+0.2% +$987 0.15% 85
2025
Q4 		$480K Buy
1,388
+3
+0.2% +$1.07K 0.17% 72
2025
Q3 		$457K Buy
1,385
+2
+0.1% +$614 0.16% 71
2025
Q2 		$381K Buy
1,383
+3
+0.2% +$651 0.15% 73
2025
Q1 		$231K Hold
1,380
– – 0.09% 89
2024
Q4 		$320K Hold
1,380
– – 0.13% 75
2024
Q3 		$238K Hold
1,380
– – 0.09% 84
2024
Q2 		$222K Buy
+1,380
New +$193K 0.09% 84

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

Montgomery Investment Management's AVGO Position: Q2 2026 in Review

Montgomery Investment Management increased its Broadcom (AVGO) stake by 0.14% in Q2 2026, buying an estimated $802 and bringing the position to 1,393 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #75.

Montgomery Investment Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Montgomery Investment Management held 1,393 shares of Broadcom worth $526K as of Q2 2026.
  • Montgomery Investment Management bought 2 Broadcom shares in Q2 2026, an estimated $802.
  • Broadcom made up 0.16% of Montgomery Investment Management's portfolio in Q2 2026, its #75 holding.
  • Montgomery Investment Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.