Poehling Capital Management’s Broadcom AVGO Stock Holding History

Poehling Capital Management’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	$448K	Buy	1,186 +82	+7%	+$32.9K	0.1%	107
2026 Q1	$342K	Hold	1,104	–	–	0.07%	123
2025 Q4	$382K	Hold	1,104	–	–	0.08%	109
2025 Q3	$364K	Hold	1,104	–	–	0.08%	114
2025 Q2	$304K	Buy	+1,104	New	+$240K	0.07%	115
2025 Q1	–	Sell	-1,000	Closed	-$232K	–	134
2024 Q4	$232K	Buy	+1,000	New	+$185K	0.06%	126
2023 Q2	–	Sell	-4,500	Closed	-$289K	–	123
2023 Q1	$289K	Hold	4,500	–	–	0.1%	101
2022 Q4	$252K	Buy	+4,500	New	+$226K	0.09%	104
2022 Q3	–	Sell	-4,500	Closed	-$219K	–	113
2022 Q2	$219K	Hold	4,500	–	–	0.08%	109
2022 Q1	$283K	Hold	4,500	–	–	0.09%	126
2021 Q4	$299K	Hold	4,500	–	–	0.1%	112
2021 Q3	$218K	Hold	4,500	–	–	0.07%	127
2021 Q2	$215K	Hold	4,500	–	–	0.07%	140
2021 Q1	$209K	Buy	+4,500	New	+$208K	0.07%	142

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

Poehling Capital Management's AVGO Position: Q2 2026 in Review

Poehling Capital Management increased its Broadcom (AVGO) stake by 7.4% in Q2 2026, buying an estimated $32.9K and bringing the position to 1,186 shares worth $448K. The position accounts for 0.1% of the portfolio, ranked #107.

Poehling Capital Management first reported a position in AVGO in Q1 2021 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Poehling Capital Management held 1,186 shares of Broadcom worth $448K as of Q2 2026.
Poehling Capital Management bought 82 Broadcom shares in Q2 2026, an estimated $32.9K.
Broadcom made up 0.1% of Poehling Capital Management's portfolio in Q2 2026, its #107 holding.
Poehling Capital Management first reported a position in Broadcom in Q1 2021 and has held it in 14 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.