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Schubert & Co’s Broadcom AVGO Stock Holding History

Schubert & Co’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 		$583K Buy
1,545
+120
+8% +$48.1K 0.4% 36
2026
Q1 		$441K Buy
1,425
+39
+3% +$12.8K 0.36% 43
2025
Q4 		$480K Buy
1,386
+106
+8% +$37.9K 0.38% 42
2025
Q3 		$422K Buy
1,280
+24
+2% +$7.36K 0.31% 48
2025
Q2 		$346K Buy
+1,256
New +$273K 0.24% 46
2023
Q2 		– Sell
-620
Closed -$39.8K – 154
2023
Q1 		$39.8K Buy
620
+30
+5% +$1.8K 0.04% 80
2022
Q4 		$33K Buy
590
+120
+26% +$6.02K 0.03% 82
2022
Q3 		$21K Sell
470
-80
-15% -$4.09K 0.02% 101
2022
Q2 		$27K Buy
550
+240
+77% +$13.5K 0.03% 89
2022
Q1 		$20K Buy
310
+50
+19% +$2.97K 0.02% 82
2021
Q4 		$17K Buy
+260
New +$14.6K 0.02% 76

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

Schubert & Co's AVGO Position: Q2 2026 in Review

Schubert & Co increased its Broadcom (AVGO) stake by 8.4% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,545 shares worth $583K. The position accounts for 0.4% of the portfolio, ranked #36.

Schubert & Co first reported a position in AVGO in Q4 2021 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Schubert & Co held 1,545 shares of Broadcom worth $583K as of Q2 2026.
  • Schubert & Co bought 120 Broadcom shares in Q2 2026, an estimated $48.1K.
  • Broadcom made up 0.4% of Schubert & Co's portfolio in Q2 2026, its #36 holding.
  • Schubert & Co first reported a position in Broadcom in Q4 2021 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.