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Thompson David Blair’s Broadcom AVGO Stock Holding History

Thompson David Blair’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 		$4.17M Sell
11,045
-2,602
-19% -$1.04M 2.09% 5
2026
Q1 		$4.22M Buy
13,647
+1,313
+11% +$432K 2.42% 6
2025
Q4 		$4.27M Buy
+12,334
New +$4.41M 2.44% 6
2024
Q4 		$1.88M Buy
+8,123
New +$1.5M 1.37% 22

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Thompson David Blair's AVGO Position: Q2 2026 in Review

Thompson David Blair reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $1.04M and leaving 11,045 shares worth $4.17M. The position accounts for 2.09% of the portfolio, ranked #5.

Thompson David Blair first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.27M in Q4 2025. 4,632 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Thompson David Blair held 11,045 shares of Broadcom worth $4.17M as of Q2 2026.
  • Thompson David Blair sold 2,602 Broadcom shares in Q2 2026, an estimated $1.04M.
  • Broadcom made up 2.09% of Thompson David Blair's portfolio in Q2 2026, its #5 holding.
  • Thompson David Blair first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
  • Thompson David Blair's Broadcom position peaked at $4.27M in Q4 2025.
  • 4,632 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.