SFS
AVGO icon

Sowell Financial Services’s Broadcom AVGO Stock Holding History

Sowell Financial Services’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 		$19.4M Sell
51,418
-1,567
-3% -$628K 0.63% 23
2026
Q1 		$16.4M Sell
52,985
-1,347
-2% -$443K 0.61% 27
2025
Q4 		$18.8M Sell
54,332
-9,788
-15% -$3.5M 0.69% 21
2025
Q3 		$21.2M Sell
64,120
-20,016
-24% -$6.14M 0.81% 17
2025
Q2 		$23.2M Buy
84,136
+5,525
+7% +$1.2M 0.94% 14
2025
Q1 		$13.2M Buy
78,611
+1,844
+2% +$390K 0.6% 27
2024
Q4 		$17.8M Sell
76,767
-9,404
-11% -$1.74M 0.94% 16
2024
Q3 		$14.9M Buy
+86,171
New +$13.8M 0.69% 23
2024
Q2 		– Sell
-101,180
Closed -$13.4M – 525
2024
Q1 		$13.4M Buy
+101,180
New +$12.5M 0.63% 27
2023
Q2 		– Sell
-50,440
Closed -$3.24M – 573
2023
Q1 		$3.24M Buy
+50,440
New +$3.03M 0.25% 95
2021
Q2 		– Sell
-43,120
Closed -$1.94M – 691
2021
Q1 		$1.94M Buy
43,120
+3,430
+9% +$159K 0.07% 254
2020
Q4 		$1.74M Buy
39,690
+490
+1% +$19.1K 0.07% 229
2020
Q3 		$1.43M Buy
39,200
+3,460
+10% +$116K 0.07% 225
2020
Q2 		$1.13M Sell
35,740
-3,040
-8% -$85.1K 0.06% 250
2020
Q1 		$919K Buy
38,780
+1,020
+3% +$28.7K 0.07% 263
2019
Q4 		$1.19M Buy
37,760
+1,570
+4% +$47.7K 0.09% 227
2019
Q3 		$999K Buy
+36,190
New +$1.03M 0.08% 251
2019
Q1 		$274K Buy
+9,100
New +$247K 0.03% 468
2018
Q4 		– Sell
-8,940
Closed -$221K – 464
2018
Q3 		$221K Buy
+8,940
New +$200K 0.03% 315

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

Sowell Financial Services's AVGO Position: Q2 2026 in Review

Sowell Financial Services reduced its Broadcom (AVGO) stake by 3% in Q2 2026, selling an estimated $628K and leaving 51,418 shares worth $19.4M. The position accounts for 0.63% of the portfolio, ranked #23.

Sowell Financial Services first reported a position in AVGO in Q3 2018 and has held it in 19 quarters since. The position peaked at $23.2M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sowell Financial Services held 51,418 shares of Broadcom worth $19.4M as of Q2 2026.
  • Sowell Financial Services sold 1,567 Broadcom shares in Q2 2026, an estimated $628K.
  • Broadcom made up 0.63% of Sowell Financial Services's portfolio in Q2 2026, its #23 holding.
  • Sowell Financial Services first reported a position in Broadcom in Q3 2018 and has held it in 19 quarters since.
  • Sowell Financial Services's Broadcom position peaked at $23.2M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.