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Stolz & Associates’s Broadcom AVGO Stock Holding History

Stolz & Associates’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 		$240K Buy
635
+38
+6% +$15.2K 0.15% 27
2026
Q1 		$238K Sell
597
-90
-13% -$29.6K 0.17% 27
2025
Q4 		$238K Buy
+687
New +$246K 0.18% 28

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

Stolz & Associates's AVGO Position: Q2 2026 in Review

Stolz & Associates increased its Broadcom (AVGO) stake by 6.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 635 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #27.

Stolz & Associates first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stolz & Associates held 635 shares of Broadcom worth $240K as of Q2 2026.
  • Stolz & Associates bought 38 Broadcom shares in Q2 2026, an estimated $15.2K.
  • Broadcom made up 0.15% of Stolz & Associates's portfolio in Q2 2026, its #27 holding.
  • Stolz & Associates first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.