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Schnieders Capital Management’s Broadcom AVGO Stock Holding History

Schnieders Capital 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 		$6.67M Buy
17,650
+1,901
+12% +$762K 0.88% 29
2026
Q1 		$4.87M Buy
15,749
+858
+6% +$282K 0.77% 32
2025
Q4 		$5.15M Buy
14,891
+305
+2% +$109K 0.8% 30
2025
Q3 		$4.81M Buy
14,586
+68
+0.5% +$20.9K 0.86% 29
2025
Q2 		$4M Buy
14,518
+5,400
+59% +$1.17M 0.7% 33
2025
Q1 		$1.53M Sell
9,118
-1,032
-10% -$218K 0.33% 52
2024
Q4 		$2.35M Buy
10,150
+1,100
+12% +$203K 0.47% 43
2024
Q3 		$1.56M Buy
9,050
+1,330
+17% +$213K 0.3% 59
2024
Q2 		$1.24M Buy
7,720
+500
+7% +$70.1K 0.25% 66
2024
Q1 		$957K Buy
7,220
+1,110
+18% +$138K 0.2% 81
2023
Q4 		$682K Buy
+6,110
New +$579K 0.15% 96
2023
Q3 		– Sell
-2,310
Closed -$200K – 183
2023
Q2 		$200K Buy
+2,310
New +$165K 0.04% 194

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

Schnieders Capital Management's AVGO Position: Q2 2026 in Review

Schnieders Capital Management increased its Broadcom (AVGO) stake by 12% in Q2 2026, buying an estimated $762K and bringing the position to 17,650 shares worth $6.67M. The position accounts for 0.88% of the portfolio, ranked #29.

Schnieders Capital Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Schnieders Capital Management held 17,650 shares of Broadcom worth $6.67M as of Q2 2026.
  • Schnieders Capital Management bought 1,901 Broadcom shares in Q2 2026, an estimated $762K.
  • Broadcom made up 0.88% of Schnieders Capital Management's portfolio in Q2 2026, its #29 holding.
  • Schnieders Capital Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.