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Penn Davis McFarland’s Broadcom AVGO Stock Holding History

Penn Davis McFarland’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 		$356K Buy
943
+263
+39% +$105K 0.03% 63
2026
Q1 		$210K Sell
680
-90
-12% -$29.6K 0.02% 72
2025
Q4 		$266K Sell
770
-89
-10% -$31.8K 0.03% 68
2025
Q3 		$283K Sell
859
-96
-10% -$29.5K 0.03% 68
2025
Q2 		$263K Buy
+955
New +$207K 0.03% 72
2025
Q1 		– Sell
-955
Closed -$221K – 77
2024
Q4 		$221K Buy
+955
New +$177K 0.02% 79

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

Penn Davis McFarland's AVGO Position: Q2 2026 in Review

Penn Davis McFarland increased its Broadcom (AVGO) stake by 39% in Q2 2026, buying an estimated $105K and bringing the position to 943 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #63.

Penn Davis McFarland first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Penn Davis McFarland held 943 shares of Broadcom worth $356K as of Q2 2026.
  • Penn Davis McFarland bought 263 Broadcom shares in Q2 2026, an estimated $105K.
  • Broadcom made up 0.03% of Penn Davis McFarland's portfolio in Q2 2026, its #63 holding.
  • Penn Davis McFarland first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.