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AVGO icon

StrongBox Wealth’s Broadcom AVGO Stock Holding History

StrongBox Wealth’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 		$10.5M Sell
27,822
-601
-2% -$241K 3% 8
2026
Q1 		$8.8M Buy
28,423
+726
+3% +$239K 2.82% 8
2025
Q4 		$9.59M Sell
27,697
-1,329
-5% -$475K 3.15% 9
2025
Q3 		$9.58M Sell
29,026
-3,275
-10% -$1M 3.24% 8
2025
Q2 		$8.9M Buy
32,301
+165
+0.5% +$35.8K 3.38% 8
2025
Q1 		$5.38M Sell
32,136
-30
-0.1% -$6.35K 2.24% 14
2024
Q4 		$7.46M Sell
32,166
-4,108
-11% -$760K 3.16% 10
2024
Q3 		$6.26M Buy
36,274
+804
+2% +$129K 2.68% 12
2024
Q2 		$5.69M Buy
35,470
+1,650
+5% +$231K 2.69% 12
2024
Q1 		$4.48M Sell
33,820
-4,490
-12% -$556K 2.36% 14
2023
Q4 		$4.28M Buy
38,310
+4,300
+13% +$407K 2.5% 12
2023
Q3 		$2.82M Sell
34,010
-1,500
-4% -$130K 1.8% 20
2023
Q2 		$3.08M Buy
35,510
+6,850
+24% +$489K 1.94% 18
2023
Q1 		$1.84M Sell
28,660
-650
-2% -$39.1K 1.23% 29
2022
Q4 		$1.64M Buy
29,310
+2,160
+8% +$108K 1.16% 32
2022
Q3 		$1.21M Buy
27,150
+11,030
+68% +$563K 0.87% 42
2022
Q2 		$783K Buy
16,120
+1,930
+14% +$108K 0.51% 54
2022
Q1 		$894K Sell
14,190
-480
-3% -$28.5K 0.51% 55
2021
Q4 		$976K Buy
14,670
+40
+0.3% +$2.25K 0.49% 56
2021
Q3 		$710K Hold
14,630
– – 0.4% 57
2021
Q2 		$698K Buy
14,630
+630
+5% +$29.2K 0.4% 56
2021
Q1 		$649K Sell
14,000
-360
-3% -$16.6K 0.4% 54
2020
Q4 		$629K Sell
14,360
-400
-3% -$15.6K 0.41% 54
2020
Q3 		$538K Sell
14,760
-5,690
-28% -$191K 0.39% 53
2020
Q2 		$646K Buy
20,450
+2,150
+12% +$60.2K 0.59% 53
2020
Q1 		$434K Buy
+18,300
New +$516K 0.49% 53

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

StrongBox Wealth's AVGO Position: Q2 2026 in Review

StrongBox Wealth reduced its Broadcom (AVGO) stake by 2.1% in Q2 2026, selling an estimated $241K and leaving 27,822 shares worth $10.5M. The position accounts for 3% of the portfolio, ranked #8.

StrongBox Wealth first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • StrongBox Wealth held 27,822 shares of Broadcom worth $10.5M as of Q2 2026.
  • StrongBox Wealth sold 601 Broadcom shares in Q2 2026, an estimated $241K.
  • Broadcom made up 3% of StrongBox Wealth's portfolio in Q2 2026, its #8 holding.
  • StrongBox Wealth first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.