Pettee Investors’s Broadcom AVGO Stock Holding History

Pettee Investors’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	$1.7M	Buy	4,510 +633	+16%	+$254K	0.84%	35
2026 Q1	$1.62M	Hold	3,877	–	–	0.83%	35
2025 Q4	$1.34M	Sell	3,877 -319	-8%	-$114K	0.75%	40
2025 Q3	$1.38M	Buy	4,196 +1,186	+39%	+$364K	0.76%	42
2025 Q2	$830K	Hold	3,010	–	–	0.5%	62
2025 Q1	$504K	Hold	3,010	–	–	0.3%	74
2024 Q4	$698K	Buy	3,010 +300	+11%	+$55.5K	0.35%	77
2024 Q3	$467K	Sell	2,710 -11,490	-81%	-$1.84M	0.23%	87
2024 Q2	$2.28M	Sell	14,200 -2,170	-13%	-$304K	1.1%	32
2024 Q1	$2.17M	Hold	16,370	–	–	0.92%	39
2023 Q4	$1.83M	Buy	+16,370	New	+$1.55M	0.81%	43

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

Pettee Investors's AVGO Position: Q2 2026 in Review

Pettee Investors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $254K and bringing the position to 4,510 shares worth $1.7M. The position accounts for 0.84% of the portfolio, ranked #35.

Pettee Investors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q2 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Pettee Investors held 4,510 shares of Broadcom worth $1.7M as of Q2 2026.
Pettee Investors bought 633 Broadcom shares in Q2 2026, an estimated $254K.
Broadcom made up 0.84% of Pettee Investors's portfolio in Q2 2026, its #35 holding.
Pettee Investors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Pettee Investors's Broadcom position peaked at $2.28M in Q2 2024.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.