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S&CO Inc’s Broadcom AVGO Stock Holding History

S&CO Inc’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 		$470K Hold
1,245
– – 0.03% 173
2026
Q1 		$385K Hold
1,245
– – 0.02% 175
2025
Q4 		$430K Hold
1,245
– – 0.03% 173
2025
Q3 		$410K Sell
1,245
-155
-11% -$47.6K 0.03% 178
2025
Q2 		$385K Hold
1,400
– – 0.02% 182
2025
Q1 		$234K Hold
1,400
– – 0.02% 207
2024
Q4 		$324K Sell
1,400
-300
-18% -$55.5K 0.02% 179
2024
Q3 		$293K Sell
1,700
-800
-32% -$128K 0.02% 191
2024
Q2 		$401K Hold
2,500
– – 0.03% 183
2024
Q1 		$331K Hold
2,500
– – 0.02% 180
2023
Q4 		$279K Hold
2,500
– – 0.02% 167
2023
Q3 		$207K Hold
2,500
– – 0.02% 175
2023
Q2 		$216K Buy
+2,500
New +$178K 0.02% 170

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&CO Inc's AVGO Position: Q2 2026 in Review

S&CO Inc held its Broadcom (AVGO) position steady in Q2 2026 at 1,245 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #173.

S&CO Inc first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • S&CO Inc held 1,245 shares of Broadcom worth $470K as of Q2 2026.
  • S&CO Inc left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.03% of S&CO Inc's portfolio in Q2 2026, its #173 holding.
  • S&CO Inc first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.