Roman Butler Fullerton & Co’s Broadcom AVGO Stock Holding History

Roman Butler Fullerton & Co’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	$2.31M	Buy	6,002 +364	+6%	+$146K	0.55%	46
2026 Q1	$1.98M	Buy	5,638 +572	+11%	+$188K	0.54%	41
2025 Q4	$1.65M	Sell	5,066 -191	-4%	-$68.3K	0.43%	56
2025 Q3	$2.03M	Buy	5,257 +439	+9%	+$135K	0.54%	43
2025 Q2	$1.4M	Buy	4,818 +735	+18%	+$160K	0.41%	62
2025 Q1	$731K	Sell	4,083 -84	-2%	-$17.8K	0.28%	87
2024 Q4	$842K	Sell	4,167 -579	-12%	-$107K	0.27%	95
2024 Q3	$835K	Buy	4,746 +1,106	+30%	+$177K	0.25%	95
2024 Q2	$636K	Buy	3,640 +120	+3%	+$16.8K	0.21%	106
2024 Q1	$431K	Buy	3,520 +210	+6%	+$26K	0.16%	140
2023 Q4	$399K	Buy	3,310 +60	+2%	+$5.68K	0.16%	149
2023 Q3	$297K	Hold	3,250	–	–	0.14%	151
2023 Q2	$293K	Buy	3,250 +10	+0.3%	+$713	0.13%	157
2023 Q1	$201K	Buy	+3,240	New	+$195K	0.1%	187
2022 Q1	–	Sell	-3,490	Closed	-$232K	–	195
2021 Q4	$232K	Buy	+3,490	New	+$196K	0.1%	168
2019 Q2	–	Sell	-16,350	Closed	-$492K	–	174
2019 Q1	$492K	Sell	16,350 -5,040	-24%	-$137K	0.34%	102
2018 Q4	$534K	Buy	+21,390	New	+$505K	0.45%	83

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

Roman Butler Fullerton & Co's AVGO Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $146K and bringing the position to 6,002 shares worth $2.31M. The position accounts for 0.55% of the portfolio, ranked #46.

Roman Butler Fullerton & Co first reported a position in AVGO in Q4 2018 and has held it in 17 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Roman Butler Fullerton & Co held 6,002 shares of Broadcom worth $2.31M as of Q2 2026.
Roman Butler Fullerton & Co bought 364 Broadcom shares in Q2 2026, an estimated $146K.
Broadcom made up 0.55% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #46 holding.
Roman Butler Fullerton & Co first reported a position in Broadcom in Q4 2018 and has held it in 17 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.