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Stokes Capital Advisors’s Broadcom AVGO Stock Holding History

Stokes Capital 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 		$19.8M Sell
52,471
-1,110
-2% -$445K 4.24% 1
2026
Q1 		$16.6M Sell
53,581
-555
-1% -$183K 3.72% 2
2025
Q4 		$18.7M Sell
54,136
-7,165
-12% -$2.56M 4.28% 3
2025
Q3 		$20.2M Sell
61,301
-1,328
-2% -$407K 4.71% 2
2025
Q2 		$17.3M Sell
62,629
-5,071
-7% -$1.1M 4.23% 3
2025
Q1 		$11.3M Sell
67,700
-271
-0.4% -$57.4K 2.88% 6
2024
Q4 		$15.8M Sell
67,971
-743
-1% -$137K 4.07% 2
2024
Q3 		$11.9M Buy
68,714
+734
+1% +$118K 3.04% 4
2024
Q2 		$10.9M Sell
67,980
-780
-1% -$109K 3.04% 4
2024
Q1 		$9.11M Sell
68,760
-3,390
-5% -$420K 2.65% 7
2023
Q4 		$8.05M Buy
72,150
+3,570
+5% +$338K 2.55% 9
2023
Q3 		$5.7M Buy
68,580
+1,050
+2% +$91K 1.99% 23
2023
Q2 		$5.86M Sell
67,530
-35,640
-35% -$2.54M 1.97% 22
2023
Q1 		$6.62M Sell
103,170
-2,330
-2% -$140K 2.25% 13
2022
Q4 		$5.9M Sell
105,500
-6,000
-5% -$301K 2.03% 24
2022
Q3 		$4.95M Buy
111,500
+3,150
+3% +$161K 1.84% 24
2022
Q2 		$5.26M Buy
108,350
+2,370
+2% +$133K 1.84% 24
2022
Q1 		$6.67M Buy
105,980
+1,350
+1% +$80.2K 1.94% 20
2021
Q4 		$6.96M Buy
104,630
+170
+0.2% +$9.56K 2.07% 17
2021
Q3 		$5.07M Buy
104,460
+4,070
+4% +$198K 1.63% 32
2021
Q2 		$4.79M Buy
+100,390
New +$4.65M 1.57% 32

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Stokes Capital Advisors's AVGO Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Broadcom (AVGO) stake by 2.1% in Q2 2026, selling an estimated $445K and leaving 52,471 shares worth $19.8M. The position accounts for 4.24% of the portfolio, ranked #1.

Stokes Capital Advisors first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. The position peaked at $20.2M in Q3 2025. 1,613 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stokes Capital Advisors held 52,471 shares of Broadcom worth $19.8M as of Q2 2026.
  • Stokes Capital Advisors sold 1,110 Broadcom shares in Q2 2026, an estimated $445K.
  • Broadcom made up 4.24% of Stokes Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Stokes Capital Advisors first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • Stokes Capital Advisors's Broadcom position peaked at $20.2M in Q3 2025.
  • 1,613 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.