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O'Rourke & Company’s Broadcom AVGO Stock Holding History

O'Rourke & Company’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 		$832K Buy
2,202
+29
+1% +$11.6K 0.29% 81
2026
Q1 		$673K Buy
2,173
+199
+10% +$65.5K 0.27% 88
2025
Q4 		$683K Sell
1,974
-22
-1% -$7.87K 0.27% 85
2025
Q3 		$659K Hold
1,996
– – 0.28% 84
2025
Q2 		$550K Hold
1,996
– – 0.26% 87
2025
Q1 		$334K Sell
1,996
-26
-1% -$5.5K 0.17% 120
2024
Q4 		$464K Sell
2,022
-220
-10% -$40.7K 0.23% 91
2024
Q3 		$387K Buy
2,242
+152
+7% +$24.4K 0.19% 105
2024
Q2 		$336K Buy
2,090
+30
+1% +$4.2K 0.19% 104
2024
Q1 		$273K Buy
2,060
+30
+1% +$3.72K 0.16% 122
2023
Q4 		$226K Buy
+2,030
New +$192K 0.15% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

O'Rourke & Company's AVGO Position: Q2 2026 in Review

O'Rourke & Company increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,202 shares worth $832K. The position accounts for 0.29% of the portfolio, ranked #81.

O'Rourke & Company first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • O'Rourke & Company held 2,202 shares of Broadcom worth $832K as of Q2 2026.
  • O'Rourke & Company bought 29 Broadcom shares in Q2 2026, an estimated $11.6K.
  • Broadcom made up 0.29% of O'Rourke & Company's portfolio in Q2 2026, its #81 holding.
  • O'Rourke & Company first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.