SOS
AVGO icon

Silver Oak Securities’s Broadcom AVGO Stock Holding History

Silver Oak Securities’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 		$12.9M Buy
34,038
+1,357
+4% +$544K 0.78% 28
2026
Q1 		$10.1M Sell
32,681
-2,957
-8% -$973K 0.74% 32
2025
Q4 		$12.5M Buy
35,638
+564
+2% +$202K 0.84% 22
2025
Q3 		$11.6M Buy
35,074
+5,600
+19% +$1.72M 0.87% 22
2025
Q2 		$8.12M Buy
29,474
+3,560
+14% +$773K 0.66% 33
2025
Q1 		$4.38M Buy
25,914
+678
+3% +$143K 0.4% 57
2024
Q4 		$5.95M Buy
25,236
+6,198
+33% +$1.15M 0.55% 39
2024
Q3 		$3.25M Buy
19,038
+11,808
+163% +$1.89M 0.34% 66
2024
Q2 		$1.16M Buy
7,230
+570
+9% +$79.9K 0.17% 122
2024
Q1 		$883K Sell
6,660
-9,840
-60% -$1.22M 0.14% 161
2023
Q4 		$1.84M Buy
16,500
+11,050
+203% +$1.05M 0.25% 87
2023
Q3 		$453K Sell
5,450
-2,990
-35% -$259K 0.1% 170
2023
Q2 		$732K Buy
8,440
+2,720
+48% +$194K 0.12% 179
2023
Q1 		$367K Buy
5,720
+160
+3% +$9.63K 0.06% 250
2022
Q4 		$311K Buy
5,560
+110
+2% +$5.51K 0.06% 223
2022
Q3 		$453K Buy
+5,450
New +$278K 0.1% 170

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

Silver Oak Securities's AVGO Position: Q2 2026 in Review

Silver Oak Securities increased its Broadcom (AVGO) stake by 4.2% in Q2 2026, buying an estimated $544K and bringing the position to 34,038 shares worth $12.9M. The position accounts for 0.78% of the portfolio, ranked #28.

Silver Oak Securities first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Silver Oak Securities held 34,038 shares of Broadcom worth $12.9M as of Q2 2026.
  • Silver Oak Securities bought 1,357 Broadcom shares in Q2 2026, an estimated $544K.
  • Broadcom made up 0.78% of Silver Oak Securities's portfolio in Q2 2026, its #28 holding.
  • Silver Oak Securities first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.