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Stephenson & Company’s Broadcom AVGO Stock Holding History

Stephenson & Company’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 		$211K Buy
+559
New +$224K 0.1% 48

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

Stephenson & Company's AVGO Position: Q2 2026 in Review

Stephenson & Company opened a new position in Broadcom (AVGO) in Q2 2026: 559 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings.

4,802 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stephenson & Company held 559 shares of Broadcom worth $211K as of Q2 2026.
  • Broadcom was a new Stephenson & Company position in Q2 2026.
  • Broadcom made up 0.1% of Stephenson & Company's portfolio in Q2 2026, its #48 holding.
  • 4,802 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.