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Richmond Investment Services’s Broadcom AVGO Stock Holding History

Richmond Investment Services’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 		$220K Sell
583
-2,275
-80% -$912K 0.07% 135
2026
Q1 		$885K Sell
2,858
-109
-4% -$35.9K 0.14% 100
2025
Q4 		$1.03M Buy
2,967
+848
+40% +$303K 0.18% 81
2025
Q3 		$699K Sell
2,119
-380
-15% -$117K 0.13% 110
2025
Q2 		$689K Buy
+2,499
New +$543K 0.15% 99

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

Richmond Investment Services's AVGO Position: Q2 2026 in Review

Richmond Investment Services reduced its Broadcom (AVGO) stake by 80% in Q2 2026, selling an estimated $912K and leaving 583 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #135.

Richmond Investment Services first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Richmond Investment Services held 583 shares of Broadcom worth $220K as of Q2 2026.
  • Richmond Investment Services sold 2,275 Broadcom shares in Q2 2026, an estimated $912K.
  • Broadcom made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #135 holding.
  • Richmond Investment Services first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's Broadcom position peaked at $1.03M in Q4 2025.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.