SP
AVGO icon

Successful Portfolios’s Broadcom AVGO Stock Holding History

Successful Portfolios’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 		$530K Sell
1,324
-10
-0.7% -$4.01K 0.25% 80
2026
Q1 		$405K Hold
1,334
– – 0.22% 92
2025
Q4 		$460K Buy
1,334
+220
+20% +$78.7K 0.23% 90
2025
Q3 		$368K Buy
1,114
+259
+30% +$79.5K 0.21% 94
2025
Q2 		$236K Buy
+855
New +$186K 0.14% 145

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

Successful Portfolios's AVGO Position: Q2 2026 in Review

Successful Portfolios reduced its Broadcom (AVGO) stake by 0.75% in Q2 2026, selling an estimated $4.01K and leaving 1,324 shares worth $530K. The position accounts for 0.25% of the portfolio, ranked #80.

Successful Portfolios first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Successful Portfolios held 1,324 shares of Broadcom worth $530K as of Q2 2026.
  • Successful Portfolios sold 10 Broadcom shares in Q2 2026, an estimated $4.01K.
  • Broadcom made up 0.25% of Successful Portfolios's portfolio in Q2 2026, its #80 holding.
  • Successful Portfolios first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.