SSG
AVGO icon

Summit Securities Group’s Broadcom AVGO Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-2,000
Closed -$335K – 1089
2025
Q1 		$335K Buy
+2,000
New +$423K 0.05% 139
2022
Q1 		– Sell
-305,000
Closed -$20.3M – 1091
2021
Q4 		$20.3M Buy
+305,000
New +$17.1M 0.95% 16
2021
Q1 		– Sell
-100
Closed -$438K – 566
2020
Q4 		$438K Hold
100
– – 0.04% 381
2020
Q3 		$364K Buy
+100
New +$3.35K 0.04% 256
2019
Q2 		– Sell
-400
Closed -$1.2M – 319
2019
Q1 		$1.2M Buy
400
+110
+38% +$2.98K 0.22% 73
2018
Q4 		$737K Buy
+290
New +$6.84K 0.06% 163
2018
Q2 		– Sell
-760
Closed -$1.79M – 217
2018
Q1 		$1.79M Buy
+760
New +$19.1K 0.44% 40
2016
Q4 		– Sell
-150
Closed -$259K – 270
2016
Q3 		$259K Buy
+150
New +$2.51K 0.09% 113

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

Summit Securities Group's AVGO Position: Q2 2026 in Review

Summit Securities Group reduced its Broadcom (AVGO) stake by 50% in Q2 2026, selling an estimated $10M and leaving 25,237 shares worth $9.53M. The position accounts for 0.91% of the portfolio, ranked #26.

Summit Securities Group first reported a position in AVGO in Q3 2013 and has held it in 47 quarters since. The position peaked at $56.8M in Q4 2024. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summit Securities Group held 25,237 shares of Broadcom worth $9.53M as of Q2 2026.
  • Summit Securities Group sold 25,063 Broadcom shares in Q2 2026, an estimated $10M.
  • Broadcom made up 0.91% of Summit Securities Group's portfolio in Q2 2026, its #26 holding.
  • Summit Securities Group first reported a position in Broadcom in Q3 2013 and has held it in 47 quarters since.
  • Summit Securities Group's Broadcom position peaked at $56.8M in Q4 2024.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.