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Scholtz & Company’s Broadcom AVGO Stock Holding History

Scholtz & Company’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 		$3.96M Buy
10,474
+5,865
+127% +$2.35M 1.98% 20
2026
Q1 		$1.43M Sell
4,609
-87
-2% -$28.6K 0.73% 37
2025
Q4 		$1.63M Buy
4,696
+448
+11% +$160K 0.71% 38
2025
Q3 		$1.4M Buy
4,248
+14
+0.3% +$4.29K 0.62% 39
2025
Q2 		$1.17M Buy
4,234
+18
+0.4% +$3.91K 0.51% 38
2025
Q1 		$706K Buy
+4,216
New +$892K 0.35% 37

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

Scholtz & Company's AVGO Position: Q2 2026 in Review

Scholtz & Company increased its Broadcom (AVGO) stake by 127% in Q2 2026, buying an estimated $2.35M and bringing the position to 10,474 shares worth $3.96M. The position accounts for 1.98% of the portfolio, ranked #20.

Scholtz & Company first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Scholtz & Company held 10,474 shares of Broadcom worth $3.96M as of Q2 2026.
  • Scholtz & Company bought 5,865 Broadcom shares in Q2 2026, an estimated $2.35M.
  • Broadcom made up 1.98% of Scholtz & Company's portfolio in Q2 2026, its #20 holding.
  • Scholtz & Company first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.