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Monument Capital Management’s Broadcom AVGO Stock Holding History

Monument Capital 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 		$3.43M Buy
9,080
+856
+10% +$343K 0.69% 50
2026
Q1 		$2.55M Sell
8,224
-293
-3% -$96.4K 0.64% 62
2025
Q4 		$2.95M Sell
8,517
-537
-6% -$192K 0.73% 53
2025
Q3 		$2.99M Sell
9,054
-1,502
-14% -$461K 0.75% 56
2025
Q2 		$2.91M Sell
10,556
-7,621
-42% -$1.65M 0.76% 60
2025
Q1 		$3.04M Sell
18,177
-3,026
-14% -$640K 0.94% 44
2024
Q4 		$4.92M Sell
21,203
-5,820
-22% -$1.08M 1.36% 16
2024
Q3 		$4.66M Sell
27,023
-1,237
-4% -$198K 1.29% 21
2024
Q2 		$4.54M Sell
28,260
-1,540
-5% -$216K 1.33% 18
2024
Q1 		$3.95M Buy
29,800
+540
+2% +$66.9K 1.14% 20
2023
Q4 		$3.27M Buy
29,260
+2,600
+10% +$246K 1.05% 22
2023
Q3 		$2.21M Buy
26,660
+3,700
+16% +$321K 0.74% 46
2023
Q2 		$1.99M Buy
22,960
+3,000
+15% +$214K 0.64% 51
2023
Q1 		$1.28M Buy
19,960
+7,700
+63% +$463K 0.43% 67
2022
Q4 		$686K Buy
12,260
+1,520
+14% +$76.2K 0.23% 88
2022
Q3 		$477K Buy
10,740
+4,090
+62% +$209K 0.18% 97
2022
Q2 		$323K Sell
6,650
-1,540
-19% -$86.4K 0.12% 112
2022
Q1 		$516K Buy
8,190
+1,020
+14% +$60.6K 0.17% 97
2021
Q4 		$477K Buy
7,170
+480
+7% +$27K 0.15% 110
2021
Q3 		$325K Buy
6,690
+940
+16% +$45.7K 0.11% 119
2021
Q2 		$274K Buy
+5,750
New +$266K 0.09% 122

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Monument Capital Management's AVGO Position: Q2 2026 in Review

Monument Capital Management increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $343K and bringing the position to 9,080 shares worth $3.43M. The position accounts for 0.69% of the portfolio, ranked #50.

Monument Capital Management first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.92M in Q4 2024. 2,323 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Monument Capital Management held 9,080 shares of Broadcom worth $3.43M as of Q2 2026.
  • Monument Capital Management bought 856 Broadcom shares in Q2 2026, an estimated $343K.
  • Broadcom made up 0.69% of Monument Capital Management's portfolio in Q2 2026, its #50 holding.
  • Monument Capital Management first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • Monument Capital Management's Broadcom position peaked at $4.92M in Q4 2024.
  • 2,323 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.