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 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 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

Patrick M. Sweeney & Associates's AVGO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Broadcom (AVGO) stake by 0.07% in Q2 2026, selling an estimated $1.2K and leaving 4,448 shares worth $1.68M. The position accounts for 0.97% of the portfolio, ranked #21.

Patrick M. Sweeney & Associates first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Patrick M. Sweeney & Associates held 4,448 shares of Broadcom worth $1.68M as of Q2 2026.
Patrick M. Sweeney & Associates sold 3 Broadcom shares in Q2 2026, an estimated $1.2K.
Broadcom made up 0.97% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #21 holding.
Patrick M. Sweeney & Associates first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.