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Southeast Asset Advisors’s Broadcom AVGO Stock Holding History

Southeast Asset Advisors’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 		$1.23M Sell
3,249
-14
-0.4% -$5.61K 0.12% 98
2026
Q1 		$1.01M Buy
3,263
+1,490
+84% +$490K 0.11% 102
2025
Q4 		$614K Buy
1,773
+39
+2% +$13.9K 0.06% 130
2025
Q3 		$572K Sell
1,734
-83
-5% -$25.5K 0.06% 127
2025
Q2 		$501K Buy
1,817
+11
+0.6% +$2.39K 0.06% 130
2025
Q1 		$302K Buy
1,806
+65
+4% +$13.8K 0.04% 154
2024
Q4 		$404K Buy
1,741
+28
+2% +$5.18K 0.05% 124
2024
Q3 		$296K Buy
1,713
+3
+0.2% +$481 0.03% 141
2024
Q2 		$275K Sell
1,710
-20
-1% -$2.8K 0.03% 145
2024
Q1 		$230K Buy
+1,730
New +$214K 0.03% 153

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

Southeast Asset Advisors's AVGO Position: Q2 2026 in Review

Southeast Asset Advisors reduced its Broadcom (AVGO) stake by 0.43% in Q2 2026, selling an estimated $5.61K and leaving 3,249 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #98.

Southeast Asset Advisors first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Southeast Asset Advisors held 3,249 shares of Broadcom worth $1.23M as of Q2 2026.
  • Southeast Asset Advisors sold 14 Broadcom shares in Q2 2026, an estimated $5.61K.
  • Broadcom made up 0.12% of Southeast Asset Advisors's portfolio in Q2 2026, its #98 holding.
  • Southeast Asset Advisors first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.