SFO
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Stokes Family Office’s Broadcom AVGO Stock Holding History

Stokes Family Office’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 		$6.27M Sell
16,588
-1,015
-6% -$407K 0.73% 41
2026
Q1 		$5.45M Sell
17,603
-2,216
-11% -$729K 0.56% 47
2025
Q4 		$6.86M Buy
19,819
+2,761
+16% +$987K 0.63% 42
2025
Q3 		$5.63M Buy
17,058
+829
+5% +$254K 0.53% 52
2025
Q2 		$4.47M Buy
16,229
+203
+1% +$44.1K 0.47% 57
2025
Q1 		$2.68M Buy
16,026
+1,196
+8% +$253K 0.3% 72
2024
Q4 		$3.44M Buy
14,830
+150
+1% +$27.7K 0.37% 64
2024
Q3 		$2.53M Sell
14,680
-20
-0.1% -$3.21K 0.28% 72
2024
Q2 		$2.36M Buy
14,700
+730
+5% +$102K 0.28% 73
2024
Q1 		$1.85M Buy
13,970
+1,650
+13% +$204K 0.23% 87
2023
Q4 		$1.38M Sell
12,320
-4,300
-26% -$407K 0.19% 96
2023
Q3 		$1.38M Buy
16,620
+8,160
+96% +$707K 0.16% 108
2023
Q2 		$734K Buy
8,460
+560
+7% +$39.9K 0.08% 149
2023
Q1 		$507K Buy
7,900
+370
+5% +$22.3K 0.06% 168
2022
Q4 		$421K Buy
7,530
+40
+0.5% +$2.01K 0.05% 183
2022
Q3 		$333K Buy
7,490
+2,520
+51% +$129K 0.05% 193
2022
Q2 		$242K Sell
4,970
-10
-0.2% -$561 0.03% 234
2022
Q1 		$314K Buy
4,980
+470
+10% +$27.9K 0.04% 203
2021
Q4 		$300K Buy
+4,510
New +$254K 0.04% 191

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

Stokes Family Office's AVGO Position: Q2 2026 in Review

Stokes Family Office reduced its Broadcom (AVGO) stake by 5.8% in Q2 2026, selling an estimated $407K and leaving 16,588 shares worth $6.27M. The position accounts for 0.73% of the portfolio, ranked #41.

Stokes Family Office first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.86M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stokes Family Office held 16,588 shares of Broadcom worth $6.27M as of Q2 2026.
  • Stokes Family Office sold 1,015 Broadcom shares in Q2 2026, an estimated $407K.
  • Broadcom made up 0.73% of Stokes Family Office's portfolio in Q2 2026, its #41 holding.
  • Stokes Family Office first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Stokes Family Office's Broadcom position peaked at $6.86M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.