SAM
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S.A. Mason’s Broadcom AVGO Stock Holding History

S.A. Mason’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 		$1.06M Sell
2,814
-46
-2% -$18.4K 0.33% 73
2026
Q1 		$885K Buy
2,860
+566
+25% +$186K 0.33% 78
2025
Q4 		$794K Buy
2,294
+757
+49% +$271K 0.31% 79
2025
Q3 		$507K Hold
1,537
– – 0.22% 105
2025
Q2 		$424K Hold
1,537
– – 0.21% 113
2025
Q1 		$257K Buy
1,537
+27
+2% +$5.71K 0.14% 145
2024
Q4 		$350K Sell
1,510
-10
-0.7% -$1.85K 0.18% 124
2024
Q3 		$262K Buy
1,520
+250
+20% +$40.1K 0.14% 145
2024
Q2 		$204K Buy
+1,270
New +$178K 0.12% 162

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

S.A. Mason's AVGO Position: Q2 2026 in Review

S.A. Mason reduced its Broadcom (AVGO) stake by 1.6% in Q2 2026, selling an estimated $18.4K and leaving 2,814 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #73.

S.A. Mason first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • S.A. Mason held 2,814 shares of Broadcom worth $1.06M as of Q2 2026.
  • S.A. Mason sold 46 Broadcom shares in Q2 2026, an estimated $18.4K.
  • Broadcom made up 0.33% of S.A. Mason's portfolio in Q2 2026, its #73 holding.
  • S.A. Mason first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.