Smith Anglin Financial’s Broadcom AVGO Stock Holding History

Smith Anglin Financial’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
2025 Q2	$1.23M	Sell	4,478 -172	-4%	-$37.3K	0.11%	76
2025 Q1	$779K	Buy	4,650 +416	+10%	+$88K	0.08%	93
2024 Q4	$982K	Sell	4,234 -783	-16%	-$145K	0.09%	79
2024 Q3	$865K	Buy	5,017 +1,217	+32%	+$195K	0.08%	82
2024 Q2	$610K	Sell	3,800 -190	-5%	-$26.6K	0.06%	91
2024 Q1	$529K	Buy	3,990 +240	+6%	+$29.7K	0.05%	107
2023 Q4	$419K	Buy	3,750 +10	+0.3%	+$947	0.05%	113
2023 Q3	$310K	Sell	3,740 -10	-0.3%	-$867	0.04%	130
2023 Q2	$326K	Buy	3,750 +20	+0.5%	+$1.43K	0.04%	128
2023 Q1	$240K	Sell	3,730 -50	-1%	-$3.01K	0.04%	143
2022 Q4	$211K	Buy	+3,780	New	+$190K	0.04%	141
2022 Q2	–	Sell	-3,800	Closed	-$240K	–	134
2022 Q1	$240K	Buy	3,800 +340	+10%	+$20.2K	0.06%	114
2021 Q4	$230K	Buy	+3,460	New	+$194K	0.04%	135

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

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

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

Smith Anglin Financial's AVGO Position: Q2 2025 in Review

Smith Anglin Financial reduced its Broadcom (AVGO) stake by 3.7% in Q2 2025, selling an estimated $37.3K and leaving 4,478 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #76.

Smith Anglin Financial first reported a position in AVGO in Q4 2021 and has held it in 13 quarters since. 4,091 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Smith Anglin Financial held 4,478 shares of Broadcom worth $1.23M as of Q2 2025.
Smith Anglin Financial sold 172 Broadcom shares in Q2 2025, an estimated $37.3K.
Broadcom made up 0.11% of Smith Anglin Financial's portfolio in Q2 2025, its #76 holding.
Smith Anglin Financial first reported a position in Broadcom in Q4 2021 and has held it in 13 quarters since.
4,091 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.