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Stonebridge Financial Group (Pennsylvania)’s Broadcom AVGO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$832K Buy
2,202
+396
+22% +$159K 0.06% 137
2026
Q1 		$559K Buy
1,806
+359
+25% +$118K 0.05% 160
2025
Q4 		$501K Buy
1,447
+94
+7% +$33.6K 0.04% 162
2025
Q3 		$446K Sell
1,353
-630
-32% -$193K 0.04% 167
2025
Q2 		$547K Buy
1,983
+1,124
+131% +$244K 0.05% 144
2025
Q1 		$144K Buy
859
+116
+16% +$24.6K 0.02% 252
2024
Q4 		$172K Buy
+743
New +$137K 0.02% 235

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AVGO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $159K and bringing the position to 2,202 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #137.

Stonebridge Financial Group (Pennsylvania) first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,199 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,202 shares of Broadcom worth $832K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 396 Broadcom shares in Q2 2026, an estimated $159K.
  • Broadcom made up 0.06% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #137 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,199 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.