Notis-McConarty Edward’s Broadcom AVGO Stock Holding History

Notis-McConarty Edward’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	$3.02M	Buy	7,984 +1,530	+24%	+$613K	1.3%	31
2026 Q1	$2M	Buy	6,454 +1,015	+19%	+$334K	0.99%	32
2025 Q4	$1.88M	Buy	5,439 +257	+5%	+$91.9K	0.87%	35
2025 Q3	$1.71M	Sell	5,182 -340	-6%	-$104K	0.8%	37
2025 Q2	$1.52M	Hold	5,522	–	–	0.74%	34
2025 Q1	$925K	Buy	5,522 +47	+0.9%	+$9.95K	0.48%	43
2024 Q4	$1.27M	Hold	5,475	–	–	0.61%	38
2024 Q3	$944K	Sell	5,475 -5,325	-49%	-$854K	0.43%	45
2024 Q2	$1.73M	Hold	10,800	–	–	0.68%	41
2024 Q1	$1.43M	Hold	10,800	–	–	0.57%	42
2023 Q4	$1.21M	Hold	10,800	–	–	0.48%	49
2023 Q3	$897K	Sell	10,800 -3,650	-25%	-$316K	0.37%	56
2023 Q2	$1.25M	Sell	14,450 -50	-0.3%	-$3.57K	0.48%	53
2023 Q1	$930K	Hold	14,500	–	–	0.37%	60
2022 Q4	$811K	Sell	14,500 -600	-4%	-$30.1K	0.34%	61
2022 Q3	$671K	Sell	15,100 -400	-3%	-$20.4K	0.3%	64
2022 Q2	$753K	Sell	15,500 -1,000	-6%	-$56.1K	0.31%	65
2022 Q1	$1.04M	Hold	16,500	–	–	0.37%	61
2021 Q4	$1.1M	Hold	16,500	–	–	0.37%	63
2021 Q3	$800K	Hold	16,500	–	–	0.29%	67
2021 Q2	$787K	Hold	16,500	–	–	0.29%	70
2021 Q1	$765K	Hold	16,500	–	–	0.3%	69
2020 Q4	$722K	Hold	16,500	–	–	0.29%	69
2020 Q3	$601K	Hold	16,500	–	–	0.26%	70
2020 Q2	$521K	Sell	16,500 -750	-4%	-$21K	0.24%	71
2020 Q1	$409K	Hold	17,250	–	–	0.23%	74
2019 Q4	$545K	Hold	17,250	–	–	0.24%	71
2019 Q3	$476K	Hold	17,250	–	–	0.22%	76
2019 Q2	$497K	Hold	17,250	–	–	0.23%	78
2019 Q1	$519K	Hold	17,250	–	–	0.25%	76
2018 Q4	$439K	Buy	+17,250	New	+$407K	0.24%	76

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

Notis-McConarty Edward's AVGO Position: Q2 2026 in Review

Notis-McConarty Edward increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $613K and bringing the position to 7,984 shares worth $3.02M. The position accounts for 1.3% of the portfolio, ranked #31.

Notis-McConarty Edward first reported a position in AVGO in Q4 2018 and has held it in 31 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Notis-McConarty Edward held 7,984 shares of Broadcom worth $3.02M as of Q2 2026.
Notis-McConarty Edward bought 1,530 Broadcom shares in Q2 2026, an estimated $613K.
Broadcom made up 1.3% of Notis-McConarty Edward's portfolio in Q2 2026, its #31 holding.
Notis-McConarty Edward first reported a position in Broadcom in Q4 2018 and has held it in 31 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.