O'Brien Greene & Co’s Broadcom AVGO Stock Holding History

O'Brien Greene & Co’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	$525K	Sell	1,389 -1,500	-52%	-$601K	0.14%	92
2026 Q1	$894K	Hold	2,889	–	–	0.25%	55
2025 Q4	$1,000K	Sell	2,889 -111	-4%	-$39.7K	0.3%	52
2025 Q3	$990K	Sell	3,000 -102	-3%	-$31.3K	0.3%	51
2025 Q2	$855K	Sell	3,102 -130	-4%	-$28.2K	0.28%	56
2025 Q1	$541K	Sell	3,232 -20	-0.6%	-$4.23K	0.18%	72
2024 Q4	$754K	Buy	3,252 +252	+8%	+$46.6K	0.24%	66
2024 Q3	$518K	Sell	3,000 -1,190	-28%	-$191K	0.16%	86
2024 Q2	$673K	Buy	4,190 +190	+5%	+$26.6K	0.21%	71
2024 Q1	$530K	Hold	4,000	–	–	0.17%	84
2023 Q4	$447K	Hold	4,000	–	–	0.16%	87
2023 Q3	$332K	Hold	4,000	–	–	0.12%	96
2023 Q2	$347K	Sell	4,000 -330	-8%	-$23.5K	0.12%	99
2023 Q1	$278K	Hold	4,330	–	–	0.1%	111
2022 Q4	$242K	Buy	+4,330	New	+$217K	0.09%	116
2022 Q3	–	Sell	-4,420	Closed	-$215K	–	130
2022 Q2	$215K	Sell	4,420 -110	-2%	-$6.17K	0.08%	123
2022 Q1	$285K	Buy	4,530 +10	+0.2%	+$594	0.09%	117
2021 Q4	$301K	Buy	4,520 +190	+4%	+$10.7K	0.1%	117
2021 Q3	$210K	Hold	4,330	–	–	0.08%	127
2021 Q2	$206K	Hold	4,330	–	–	0.07%	132
2021 Q1	$201K	Buy	+4,330	New	+$200K	0.08%	127

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

O'Brien Greene & Co's AVGO Position: Q2 2026 in Review

O'Brien Greene & Co reduced its Broadcom (AVGO) stake by 52% in Q2 2026, selling an estimated $601K and leaving 1,389 shares worth $525K. The position accounts for 0.14% of the portfolio, ranked #92.

O'Brien Greene & Co first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1,000K in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

O'Brien Greene & Co held 1,389 shares of Broadcom worth $525K as of Q2 2026.
O'Brien Greene & Co sold 1,500 Broadcom shares in Q2 2026, an estimated $601K.
Broadcom made up 0.14% of O'Brien Greene & Co's portfolio in Q2 2026, its #92 holding.
O'Brien Greene & Co first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
O'Brien Greene & Co's Broadcom position peaked at $1,000K in Q4 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.