Patrick M. Sweeney & Associates
AVGO icon

Patrick M. Sweeney & Associates’s Broadcom AVGO Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$1.56M Sell
4,446
-2
-0% -$753 0.88% 22
2026
Q2 		$1.68M Sell
4,448
-3
-0.1% -$1.2K 0.97% 21
2026
Q1 		$1.38M Buy
4,451
+1
+0% +$329 0.88% 23
2025
Q4 		$1.54M Sell
4,450
-371
-8% -$133K 0.96% 21
2025
Q3 		$1.59M Sell
4,821
-45
-0.9% -$13.8K 1.03% 21
2025
Q2 		$1.34M Buy
4,866
+196
+4% +$42.6K 0.92% 21
2025
Q1 		$782K Buy
4,670
+76
+2% +$16.1K 0.58% 40
2024
Q4 		$1.07M Sell
4,594
-5
-0.1% -$925 0.8% 27
2024
Q3 		$793K Buy
4,599
+49
+1% +$7.86K 0.58% 42
2024
Q2 		$730K Buy
4,550
+20
+0.4% +$2.8K 0.59% 41
2024
Q1 		$600K Hold
4,530
– – 0.49% 48
2023
Q4 		$505K Buy
+4,530
New +$429K 0.46% 53

Other funds holding AVGO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Patrick M. Sweeney & Associates's AVGO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Broadcom (AVGO) stake by 0.04% in Q3 2026, selling an estimated $753 and leaving 4,446 shares worth $1.56M. The position accounts for 0.88% of the portfolio, ranked #22.

Patrick M. Sweeney & Associates first reported a position in AVGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Patrick M. Sweeney & Associates held 4,446 shares of Broadcom worth $1.56M as of Q3 2026.
  • Patrick M. Sweeney & Associates sold 2 Broadcom shares in Q3 2026, an estimated $753.
  • Broadcom made up 0.88% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #22 holding.
  • Patrick M. Sweeney & Associates first reported a position in Broadcom in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Broadcom position peaked at $1.68M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.