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SFE Investment Counsel’s Broadcom AVGO Stock Holding History

SFE Investment Counsel’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 		$21.5M Sell
56,951
-989
-2% -$397K 2.9% 5
2026
Q1 		$17.9M Buy
57,940
+5,431
+10% +$1.79M 2.83% 5
2025
Q4 		$18.2M Sell
52,509
-1,788
-3% -$639K 2.78% 5
2025
Q3 		$17.9M Sell
54,297
-6,056
-10% -$1.86M 2.86% 5
2025
Q2 		$16.6M Sell
60,353
-1,411
-2% -$306K 2.93% 6
2025
Q1 		$10.3M Sell
61,764
-4,582
-7% -$970K 2.07% 10
2024
Q4 		$15.4M Sell
66,346
-5,053
-7% -$935K 3.27% 4
2024
Q3 		$12.3M Sell
71,399
-3,771
-5% -$605K 2.57% 9
2024
Q2 		$12.1M Sell
75,170
-8,370
-10% -$1.17M 2.68% 8
2024
Q1 		$11.1M Sell
83,540
-15,020
-15% -$1.86M 2.51% 9
2023
Q4 		$11M Sell
98,560
-5,580
-5% -$528K 2.86% 7
2023
Q3 		$8.65M Sell
104,140
-9,650
-8% -$836K 2.52% 9
2023
Q2 		$9.87M Sell
113,790
-18,640
-14% -$1.33M 2.79% 7
2023
Q1 		$8.11M Sell
132,430
-5,100
-4% -$307K 2.51% 8
2022
Q4 		$7.75M Buy
137,530
+23,780
+21% +$1.19M 2.41% 8
2022
Q3 		$5.05M Buy
113,750
+58,930
+107% +$3.01M 1.59% 20
2022
Q2 		$2.66M Buy
54,820
+7,200
+15% +$404K 0.79% 50
2022
Q1 		$3M Buy
47,620
+17,050
+56% +$1.01M 0.76% 50
2021
Q4 		$2.03M Sell
30,570
-450
-1% -$25.3K 0.52% 58
2021
Q3 		$1.5M Buy
31,020
+6,200
+25% +$302K 0.42% 65
2021
Q2 		$1.18M Buy
24,820
+18,650
+302% +$864K 0.33% 77
2021
Q1 		$286K Buy
+6,170
New +$285K 0.08% 107

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

SFE Investment Counsel's AVGO Position: Q2 2026 in Review

SFE Investment Counsel reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $397K and leaving 56,951 shares worth $21.5M. The position accounts for 2.9% of the portfolio, ranked #5.

SFE Investment Counsel first reported a position in AVGO in Q1 2021 and has held it in 22 quarters since. 4,847 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SFE Investment Counsel held 56,951 shares of Broadcom worth $21.5M as of Q2 2026.
  • SFE Investment Counsel sold 989 Broadcom shares in Q2 2026, an estimated $397K.
  • Broadcom made up 2.9% of SFE Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • SFE Investment Counsel first reported a position in Broadcom in Q1 2021 and has held it in 22 quarters since.
  • 4,847 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.