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Saxon Interests’s Broadcom AVGO Stock Holding History

Saxon Interests’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 		$3.98M Sell
10,534
-1,739
-14% -$697K 1.1% 18
2026
Q1 		$3.8M Buy
12,273
+851
+7% +$280K 1.31% 16
2025
Q4 		$3.95M Sell
11,422
-764
-6% -$273K 1.39% 16
2025
Q3 		$3.62M Sell
12,186
-2,651
-18% -$813K 1.42% 14
2025
Q2 		$2.48M Hold
14,837
– – 1.16% 22
2025
Q1 		$2.48M Buy
14,837
+335
+2% +$70.9K 1.16% 22
2024
Q4 		$3.36M Buy
14,502
+855
+6% +$158K 1.48% 15
2024
Q3 		$2.35M Sell
13,647
-1,743
-11% -$279K 1.07% 24
2024
Q2 		$2.47M Buy
15,390
+340
+2% +$47.6K 1.18% 19
2024
Q1 		$1.99M Sell
15,050
-280
-2% -$34.7K 0.95% 29
2023
Q4 		$1.71M Sell
15,330
-18,320
-54% -$1.73M 0.86% 27
2023
Q3 		$2.8M Buy
33,650
+22,460
+201% +$1.95M 1.88% 12
2023
Q2 		$971K Sell
11,190
-430
-4% -$30.7K 0.52% 66
2023
Q1 		$746K Buy
11,620
+1,080
+10% +$65K 0.42% 79
2022
Q4 		$608K Sell
10,540
-880
-8% -$44.1K 0.35% 81
2022
Q3 		$554K Sell
11,420
-340
-3% -$17.4K 0.34% 70
2022
Q2 		$571K Sell
11,760
-10
-0.1% -$561 0.35% 72
2022
Q1 		$741K Buy
+11,770
New +$699K 0.39% 61

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

Saxon Interests's AVGO Position: Q2 2026 in Review

Saxon Interests reduced its Broadcom (AVGO) stake by 14% in Q2 2026, selling an estimated $697K and leaving 10,534 shares worth $3.98M. The position accounts for 1.1% of the portfolio, ranked #18.

Saxon Interests first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Saxon Interests held 10,534 shares of Broadcom worth $3.98M as of Q2 2026.
  • Saxon Interests sold 1,739 Broadcom shares in Q2 2026, an estimated $697K.
  • Broadcom made up 1.1% of Saxon Interests's portfolio in Q2 2026, its #18 holding.
  • Saxon Interests first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.