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Sacks & Associates’s Broadcom AVGO Stock Holding History

Sacks & Associates’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 		$817K Buy
2,098
+1
+0% +$401 0.55% 44
2026
Q1 		$649K Sell
2,097
-150
-7% -$49.4K 0.48% 43
2025
Q4 		$778K Buy
+2,247
New +$804K 0.57% 40

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

Sacks & Associates's AVGO Position: Q2 2026 in Review

Sacks & Associates increased its Broadcom (AVGO) stake by 0.05% in Q2 2026, buying an estimated $401 and bringing the position to 2,098 shares worth $817K. The position accounts for 0.55% of the portfolio, ranked #44.

Sacks & Associates first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,792 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sacks & Associates held 2,098 shares of Broadcom worth $817K as of Q2 2026.
  • Sacks & Associates bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.55% of Sacks & Associates's portfolio in Q2 2026, its #44 holding.
  • Sacks & Associates first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,792 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.