Sharkey, Howes & Javer’s Broadcom AVGO Stock Holding History

Sharkey, Howes & Javer’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	$363K	Hold	960	–	–	0.04%	130
2026 Q1	$297K	Hold	960	–	–	0.04%	134
2025 Q4	$332K	Hold	960	–	–	0.04%	132
2025 Q3	$317K	Hold	960	–	–	0.04%	134
2025 Q2	$265K	Buy	+960	New	+$208K	0.04%	133
2025 Q1	–	Sell	-960	Closed	-$223K	–	151
2024 Q4	$223K	Buy	+960	New	+$178K	0.03%	139
2016 Q2	–	Sell	-1,050	Closed	-$16K	–	245
2016 Q1	$16K	Buy	+1,050	New	+$14.2K	0.01%	153

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sharkey, Howes & Javer's AVGO Position: Q2 2026 in Review

Sharkey, Howes & Javer held its Broadcom (AVGO) position steady in Q2 2026 at 960 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #130.

Sharkey, Howes & Javer first reported a position in AVGO in Q1 2016 and has held it in 7 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sharkey, Howes & Javer held 960 shares of Broadcom worth $363K as of Q2 2026.
Sharkey, Howes & Javer left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #130 holding.
Sharkey, Howes & Javer first reported a position in Broadcom in Q1 2016 and has held it in 7 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.