Stonehage Fleming Financial Services’s Broadcom AVGO Stock Holding History

Stonehage Fleming Financial Services’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	$231M	Buy	610,705 +78,556	+15%	+$31.5M	7.87%	2
2026 Q1	$165M	Buy	532,149 +89,904	+20%	+$29.6M	5.99%	4
2025 Q4	$153M	Buy	442,245 +90,054	+26%	+$32.2M	4.71%	11
2025 Q3	$116M	Buy	+352,191	New	+$108M	3.3%	16
2020 Q1	–	Sell	-18,920	Closed	-$593K	–	177
2019 Q4	$593K	Hold	18,920	–	–	0.03%	98
2019 Q3	$522K	Hold	18,920	–	–	0.02%	91
2019 Q2	$545K	Hold	18,920	–	–	0.03%	84
2019 Q1	$569	Hold	18,920	–	–	0.03%	93
2018 Q4	$481K	Hold	18,920	–	–	0.03%	110
2018 Q3	$467K	Sell	18,920 -15,900	-46%	-$357K	0.03%	121
2018 Q2	$845K	Buy	+34,820	New	+$854K	0.04%	88

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stonehage Fleming Financial Services's AVGO Position: Q2 2026 in Review

Stonehage Fleming Financial Services increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $31.5M and bringing the position to 610,705 shares worth $231M. The position accounts for 7.87% of the portfolio, ranked #2.

Stonehage Fleming Financial Services first reported a position in AVGO in Q2 2018 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Stonehage Fleming Financial Services held 610,705 shares of Broadcom worth $231M as of Q2 2026.
Stonehage Fleming Financial Services bought 78,556 Broadcom shares in Q2 2026, an estimated $31.5M.
Broadcom made up 7.87% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #2 holding.
Stonehage Fleming Financial Services first reported a position in Broadcom in Q2 2018 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.