NERM
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New England Research & Management’s Broadcom AVGO Stock Holding History

New England Research & 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 		$4.22M Sell
11,176
-195
-2% -$78.2K 1.64% 15
2026
Q1 		$3.52M Buy
11,371
+616
+6% +$203K 1.49% 15
2025
Q4 		$3.72M Buy
10,755
+1,120
+12% +$401K 1.63% 14
2025
Q3 		$3.18M Sell
9,635
-100
-1% -$30.7K 1.46% 16
2025
Q2 		$2.68M Sell
9,735
-54
-0.6% -$11.7K 1.27% 21
2025
Q1 		$1.64M Sell
9,789
-7,581
-44% -$1.6M 0.83% 36
2024
Q4 		$4.03M Buy
17,370
+15
+0.1% +$2.77K 2.05% 8
2024
Q3 		$2.99M Sell
17,355
-355
-2% -$56.9K 1.41% 14
2024
Q2 		$2.84M Buy
17,710
+6,100
+53% +$855K 1.37% 14
2024
Q1 		$1.54M Buy
+11,610
New +$1.44M 0.76% 45
2023
Q4 		– Sell
-14,360
Closed -$1.19M – 157
2023
Q3 		$1.19M Buy
+14,360
New +$1.24M 0.68% 54
2020
Q3 		– Sell
-12,500
Closed -$395K – 137
2020
Q2 		$395K Buy
12,500
+500
+4% +$14K 0.28% 104
2020
Q1 		$285K Buy
+12,000
New +$338K 0.24% 111
2019
Q3 		– Sell
-8,000
Closed -$230K – 161
2019
Q2 		$230K Buy
+8,000
New +$233K 0.16% 150

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

New England Research & Management's AVGO Position: Q2 2026 in Review

New England Research & Management reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $78.2K and leaving 11,176 shares worth $4.22M. The position accounts for 1.64% of the portfolio, ranked #15.

New England Research & Management first reported a position in AVGO in Q2 2019 and has held it in 14 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • New England Research & Management held 11,176 shares of Broadcom worth $4.22M as of Q2 2026.
  • New England Research & Management sold 195 Broadcom shares in Q2 2026, an estimated $78.2K.
  • Broadcom made up 1.64% of New England Research & Management's portfolio in Q2 2026, its #15 holding.
  • New England Research & Management first reported a position in Broadcom in Q2 2019 and has held it in 14 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.