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Randolph Company’s Broadcom AVGO Stock Holding History

Randolph Company’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 		$86M Sell
227,701
-69,191
-23% -$27.7M 7.24% 2
2026
Q1 		$91.9M Buy
296,892
+922
+0.3% +$303K 8.78% 1
2025
Q4 		$102M Sell
295,970
-67,877
-19% -$24.3M 9.82% 1
2025
Q3 		$120M Sell
363,847
-29,875
-8% -$9.17M 11.67% 1
2025
Q2 		$109M Buy
393,722
+1,619
+0.4% +$352K 11.13% 1
2025
Q1 		$65.6M Sell
392,103
-137,074
-26% -$29M 7.68% 1
2024
Q4 		$123M Sell
529,177
-22,633
-4% -$4.19M 13.71% 1
2024
Q3 		$95.2M Sell
551,810
-240
-0% -$38.5K 11.06% 1
2024
Q2 		$88.6M Sell
552,050
-10
-0% -$1.4K 10.87% 1
2024
Q1 		$73.2M Sell
552,060
-80,320
-13% -$9.95M 8.99% 1
2023
Q4 		$70.6M Sell
632,380
-20
-0% -$1.89K 9.39% 1
2023
Q3 		$52.5M Sell
632,400
-4,040
-0.6% -$350K 8.42% 1
2023
Q2 		$55.2M Sell
636,440
-1,010
-0.2% -$72K 7.69% 1
2023
Q1 		$40.9M Sell
637,450
-15,610
-2% -$939K 5.91% 1
2022
Q4 		$36.5M Sell
653,060
-210
-0% -$10.5K 5.59% 1
2022
Q3 		$29M Sell
653,270
-270
-0% -$13.8K 4.59% 3
2022
Q2 		$31.8M Hold
653,540
– – 4.81% 1
2022
Q1 		$41.2M Buy
653,540
+780
+0.1% +$46.3K 5.28% 4
2021
Q4 		$43.4M Sell
652,760
-5,640
-0.9% -$317K 5.24% 4
2021
Q3 		$31.9M Sell
658,400
-10
-0% -$486 4.1% 6
2021
Q2 		$31.4M Buy
658,410
+2,110
+0.3% +$97.8K 4.08% 7
2021
Q1 		$30.4M Buy
656,300
+410
+0.1% +$19K 4.15% 6
2020
Q4 		$28.7M Hold
655,890
– – 4.26% 5
2020
Q3 		$23.9M Buy
655,890
+30
+0% +$1K 4.11% 6
2020
Q2 		$20.7M Buy
655,860
+320
+0% +$8.96K 3.7% 9
2020
Q1 		$15.5M Sell
655,540
-10
-0% -$282 3.08% 21
2019
Q4 		$20.7M Buy
655,550
+300
+0% +$9.11K 3.19% 12
2019
Q3 		$18.1M Buy
655,250
+215,650
+49% +$6.13M 3.27% 16
2019
Q2 		$12.7M Buy
+439,600
New +$12.8M 2.18% 20

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

Randolph Company's AVGO Position: Q2 2026 in Review

Randolph Company reduced its Broadcom (AVGO) stake by 23% in Q2 2026, selling an estimated $27.7M and leaving 227,701 shares worth $86M. The position accounts for 7.24% of the portfolio, ranked #2.

Randolph Company first reported a position in AVGO in Q2 2019 and has held it in 29 quarters since. The position peaked at $123M in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Randolph Company held 227,701 shares of Broadcom worth $86M as of Q2 2026.
  • Randolph Company sold 69,191 Broadcom shares in Q2 2026, an estimated $27.7M.
  • Broadcom made up 7.24% of Randolph Company's portfolio in Q2 2026, its #2 holding.
  • Randolph Company first reported a position in Broadcom in Q2 2019 and has held it in 29 quarters since.
  • Randolph Company's Broadcom position peaked at $123M in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Randolph Company's 13F filing for Q2 2026, filed 23 Jul 2026.