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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
2024
Q1 		– Sell
-7,000
Closed -$781K – 473
2023
Q4 		$781K Buy
+7,000
New +$663K 0.07% 154
2022
Q1 		– Sell
-110,000
Closed -$7.32M – 1092
2021
Q4 		$7.32M Buy
+110,000
New +$6.18M 0.34% 57
2021
Q3 		– Sell
-350
Closed -$1.67M – 688
2021
Q2 		$1.67M Sell
350
-110
-24% -$5.1K 0.14% 163
2021
Q1 		$2.13M Buy
460
+150
+48% +$6.94K 0.23% 92
2020
Q4 		$1.36M Sell
310
-100
-24% -$3.9K 0.11% 194
2020
Q3 		$1.49M Buy
410
+100
+32% +$3.35K 0.16% 116
2020
Q2 		$978K Buy
310
+160
+107% +$4.48K 0.12% 153
2020
Q1 		$356K Sell
150
-530
-78% -$14.9K 0.06% 187
2019
Q4 		$2.15M Buy
+680
New +$20.6K 0.16% 131
2019
Q3 		– Sell
-90
Closed -$259K – 335
2019
Q2 		$259K Sell
90
-770
-90% -$22.4K 0.03% 282
2019
Q1 		$2.59M Sell
860
-410
-32% -$11.1K 0.47% 43
2018
Q4 		$3.23M Buy
+1,270
New +$30K 0.28% 57
2018
Q3 		– Sell
-320
Closed -$776K – 197
2018
Q2 		$776K Buy
320
+50
+19% +$1.23K 0.11% 100
2018
Q1 		$636K Buy
+270
New +$6.8K 0.16% 77

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.