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Stamos Capital Partners’s Broadcom AVGO Stock Holding History

Stamos Capital Partners’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 		$4.06M Sell
10,758
-4,749
-31% -$1.9M 0.62% 58
2026
Q1 		$4.8M Buy
15,507
+7,074
+84% +$2.33M 0.75% 43
2025
Q4 		$2.92M Sell
8,433
-1,464
-15% -$524K 0.47% 67
2025
Q3 		$3.27M Sell
9,897
-7,217
-42% -$2.21M 0.62% 40
2025
Q2 		$4.72M Sell
17,114
-1,997
-10% -$434K 0.85% 35
2025
Q1 		$3.2M Buy
19,111
+8,401
+78% +$1.78M 0.84% 31
2024
Q4 		$2.48M Sell
10,710
-4,970
-32% -$919K 0.58% 48
2024
Q3 		$2.7M Buy
15,680
+5,980
+62% +$959K 0.64% 42
2024
Q2 		$1.56M Sell
9,700
-3,100
-24% -$434K 0.33% 74
2024
Q1 		$1.7M Buy
12,800
+1,500
+13% +$186K 0.39% 63
2023
Q4 		$1.26M Sell
11,300
-31,000
-73% -$2.94M 0.34% 67
2023
Q3 		$3.51M Buy
42,300
+5,900
+16% +$511K 0.78% 33
2023
Q2 		$3.16M Sell
36,400
-13,000
-26% -$927K 0.74% 42
2023
Q1 		$3.17M Buy
49,400
+1,200
+2% +$72.2K 0.82% 34
2022
Q4 		$2.7M Buy
48,200
+34,950
+264% +$1.75M 0.85% 36
2022
Q3 		$588K Sell
13,250
-7,800
-37% -$398K 0.15% 111
2022
Q2 		$1.02M Buy
21,050
+5,750
+38% +$323K 0.31% 67
2022
Q1 		$963K Buy
+15,300
New +$909K 0.32% 59

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

Stamos Capital Partners's AVGO Position: Q2 2026 in Review

Stamos Capital Partners reduced its Broadcom (AVGO) stake by 31% in Q2 2026, selling an estimated $1.9M and leaving 10,758 shares worth $4.06M. The position accounts for 0.62% of the portfolio, ranked #58.

Stamos Capital Partners first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.8M in Q1 2026. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stamos Capital Partners held 10,758 shares of Broadcom worth $4.06M as of Q2 2026.
  • Stamos Capital Partners sold 4,749 Broadcom shares in Q2 2026, an estimated $1.9M.
  • Broadcom made up 0.62% of Stamos Capital Partners's portfolio in Q2 2026, its #58 holding.
  • Stamos Capital Partners first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • Stamos Capital Partners's Broadcom position peaked at $4.8M in Q1 2026.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.