RW Investment Management’s Broadcom AVGO Stock Holding History

RW Investment 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	$1.59M	Sell	4,200 -317	-7%	-$127K	0.14%	34
2026 Q1	$1.4M	Buy	+4,517	New	+$1.49M	0.14%	35
2025 Q3	$1.74M	Sell	5,275 -412	-7%	-$126K	0.18%	27
2025 Q2	$1.57M	Buy	5,687 +1,516	+36%	+$329K	0.17%	29
2025 Q1	$698K	Hold	4,171	–	–	0.09%	45
2024 Q4	$967K	Hold	4,171	–	–	0.12%	38
2024 Q3	$719K	Sell	4,171 -199	-5%	-$31.9K	0.09%	50
2024 Q2	$702K	Hold	4,370	–	–	0.09%	46
2024 Q1	$579K	Buy	4,370 +870	+25%	+$108K	0.08%	55
2023 Q4	$391K	Sell	3,500 -720	-17%	-$68.2K	0.06%	60
2023 Q3	$351K	Hold	4,220	–	–	0.06%	64
2023 Q2	$366K	Hold	4,220	–	–	0.08%	63
2023 Q1	$271K	Hold	4,220	–	–	0.08%	71
2022 Q4	$236K	Buy	+4,220	New	+$212K	0.09%	72

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

RW Investment Management's AVGO Position: Q2 2026 in Review

RW Investment Management reduced its Broadcom (AVGO) stake by 7% in Q2 2026, selling an estimated $127K and leaving 4,200 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #34.

RW Investment Management first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

RW Investment Management held 4,200 shares of Broadcom worth $1.59M as of Q2 2026.
RW Investment Management sold 317 Broadcom shares in Q2 2026, an estimated $127K.
Broadcom made up 0.14% of RW Investment Management's portfolio in Q2 2026, its #34 holding.
RW Investment Management first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Broadcom position peaked at $1.74M in Q3 2025.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.