Sigma Investment Counselors’s Broadcom AVGO Stock Holding History

Sigma Investment Counselors’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	$6.29M	Sell	16,653 -677	-4%	-$271K	0.31%	54
2026 Q1	$5.36M	Sell	17,330 -684	-4%	-$225K	0.28%	58
2025 Q4	$6.23M	Sell	18,014 -977	-5%	-$349K	0.32%	54
2025 Q3	$6.27M	Buy	18,991 +187	+1%	+$57.4K	0.33%	54
2025 Q2	$5.18M	Buy	18,804 +2,763	+17%	+$600K	0.29%	60
2025 Q1	$2.69M	Buy	16,041 +973	+6%	+$206K	0.16%	77
2024 Q4	$3.49M	Buy	15,068 +11,173	+287%	+$2.07M	0.21%	74
2024 Q3	$672K	Buy	3,895 +235	+6%	+$37.7K	0.04%	115
2024 Q2	$588K	Hold	3,660	–	–	0.04%	119
2024 Q1	$485K	Hold	3,660	–	–	0.03%	125
2023 Q4	$409K	Sell	3,660 -240	-6%	-$22.7K	0.03%	136
2023 Q3	$324K	Buy	3,900 +240	+7%	+$20.8K	0.02%	154
2023 Q2	$317K	Buy	3,660 +90	+3%	+$6.42K	0.02%	154
2023 Q1	$229K	Sell	3,570 -2,610	-42%	-$157K	0.02%	177
2022 Q4	$346K	Sell	6,180 -520	-8%	-$26.1K	0.03%	143
2022 Q3	$297K	Buy	6,700 +520	+8%	+$26.6K	0.03%	146
2022 Q2	$300K	Hold	6,180	–	–	0.02%	148
2022 Q1	$389K	Sell	6,180 -950	-13%	-$56.4K	0.03%	143
2021 Q4	$474K	Sell	7,130 -700	-9%	-$39.3K	0.03%	133
2021 Q3	$380K	Sell	7,830 -160	-2%	-$7.78K	0.03%	137
2021 Q2	$381K	Buy	7,990 +380	+5%	+$17.6K	0.03%	137
2021 Q1	$353K	Hold	7,610	–	–	0.03%	141
2020 Q4	$333K	Buy	+7,610	New	+$297K	0.03%	142
2020 Q3	–	Sell	-7,910	Closed	-$250K	–	127
2020 Q2	$250K	Sell	7,910 -1,360	-15%	-$38.1K	0.03%	138
2020 Q1	$220K	Buy	9,270 +1,430	+18%	+$40.3K	0.03%	133
2019 Q4	$248K	Sell	7,840 -3,990	-34%	-$121K	0.03%	141
2019 Q3	$327K	Sell	11,830 -150	-1%	-$4.26K	0.04%	117
2019 Q2	$345K	Buy	11,980 +150	+1%	+$4.37K	0.04%	116
2019 Q1	$356K	Hold	11,830	–	–	0.04%	110
2018 Q4	$301K	Buy	11,830 +90	+0.8%	+$2.12K	0.04%	118
2018 Q3	$290K	Sell	11,740 -60	-0.5%	-$1.34K	0.04%	113
2018 Q2	$286K	Sell	11,800 -4,650	-28%	-$114K	0.04%	108
2018 Q1	$388K	Buy	16,450 +50	+0.3%	+$1.26K	0.05%	96
2017 Q4	$421K	Sell	16,400 -1,950	-11%	-$50.7K	0.06%	93
2017 Q3	$445K	Hold	18,350	–	–	0.06%	94
2017 Q2	$428K	Hold	18,350	–	–	0.07%	92
2017 Q1	$402K	Buy	18,350 +2,300	+14%	+$47.4K	0.06%	95
2016 Q4	$284K	Hold	16,050	–	–	0.05%	105
2016 Q3	$277K	Sell	16,050 -2,250	-12%	-$37.6K	0.05%	106
2016 Q2	$284K	Buy	+18,300	New	+$279K	0.05%	107

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

Sigma Investment Counselors's AVGO Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Broadcom (AVGO) stake by 3.9% in Q2 2026, selling an estimated $271K and leaving 16,653 shares worth $6.29M. The position accounts for 0.31% of the portfolio, ranked #54.

Sigma Investment Counselors first reported a position in AVGO in Q2 2016 and has held it in 40 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Sigma Investment Counselors held 16,653 shares of Broadcom worth $6.29M as of Q2 2026.
Sigma Investment Counselors sold 677 Broadcom shares in Q2 2026, an estimated $271K.
Broadcom made up 0.31% of Sigma Investment Counselors's portfolio in Q2 2026, its #54 holding.
Sigma Investment Counselors first reported a position in Broadcom in Q2 2016 and has held it in 40 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.