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Richards, Merrill & Peterson’s Broadcom AVGO Stock Holding History

Richards, Merrill & Peterson’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 		$2.71M Buy
7,186
+635
+10% +$255K 0.86% 28
2026
Q1 		$2.03M Buy
6,551
+1,588
+32% +$523K 0.74% 34
2025
Q4 		$1.72M Buy
4,963
+1,442
+41% +$516K 0.66% 36
2025
Q3 		$1.16M Buy
3,521
+412
+13% +$126K 0.5% 52
2025
Q2 		$857K Buy
3,109
+1,111
+56% +$241K 0.41% 70
2025
Q1 		$335K Sell
1,998
-83
-4% -$17.6K 0.17% 117
2024
Q4 		$482K Buy
+2,081
New +$385K 0.25% 95

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

Richards, Merrill & Peterson's AVGO Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Broadcom (AVGO) stake by 9.7% in Q2 2026, buying an estimated $255K and bringing the position to 7,186 shares worth $2.71M. The position accounts for 0.86% of the portfolio, ranked #28.

Richards, Merrill & Peterson first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Richards, Merrill & Peterson held 7,186 shares of Broadcom worth $2.71M as of Q2 2026.
  • Richards, Merrill & Peterson bought 635 Broadcom shares in Q2 2026, an estimated $255K.
  • Broadcom made up 0.86% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #28 holding.
  • Richards, Merrill & Peterson first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.