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Summa Corp’s Broadcom AVGO Stock Holding History

Summa Corp’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 		$756K Sell
2,000
-474
-19% -$190K 0.24% 36
2026
Q1 		$766K Sell
2,474
-117
-5% -$38.5K 0.32% 35
2025
Q4 		$897K Sell
2,591
-72
-3% -$25.7K 0.38% 26
2025
Q3 		$879K Buy
2,663
+1,161
+77% +$356K 0.39% 28
2025
Q2 		$414K Buy
+1,502
New +$326K 0.22% 51

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

Summa Corp's AVGO Position: Q2 2026 in Review

Summa Corp reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $190K and leaving 2,000 shares worth $756K. The position accounts for 0.24% of the portfolio, ranked #36.

Summa Corp first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $897K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summa Corp held 2,000 shares of Broadcom worth $756K as of Q2 2026.
  • Summa Corp sold 474 Broadcom shares in Q2 2026, an estimated $190K.
  • Broadcom made up 0.24% of Summa Corp's portfolio in Q2 2026, its #36 holding.
  • Summa Corp first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Summa Corp's Broadcom position peaked at $897K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.