Summit Trail Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $288M | Buy |
761,224
+2,363
| +0.3% | +$947K | 3.62% | 3 |
|
|
2026
Q1 | $235M | Buy |
758,861
+31,594
| +4% | +$10.4M | 3.36% | 3 |
|
|
2025
Q4 | $252M | Sell |
727,267
-13,311
| -2% | -$4.76M | 4.35% | 3 |
|
|
2025
Q3 | $244M | Buy |
740,578
+13,012
| +2% | +$3.99M | 3.37% | 3 |
|
|
2025
Q2 | $201M | Buy |
727,566
+32,002
| +5% | +$6.95M | 3.44% | 3 |
|
|
2025
Q1 | $116M | Buy |
695,564
+17,572
| +3% | +$3.72M | 3.84% | 4 |
|
|
2024
Q4 | $157M | Buy |
677,992
+11,370
| +2% | +$2.1M | 5.8% | 3 |
|
|
2024
Q3 | $115M | Buy |
666,622
+6,202
| +0.9% | +$994K | 2.85% | 6 |
|
|
2024
Q2 | $106M | Sell |
660,420
-3,080
| -0.5% | -$432K | 2.79% | 6 |
|
|
2024
Q1 | $87.9M | Buy |
663,500
+5,120
| +0.8% | +$634K | 2.34% | 6 |
|
|
2023
Q4 | $73.5M | Buy |
658,380
+330
| +0.1% | +$31.2K | 2.43% | 6 |
|
|
2023
Q3 | $54.7M | Buy |
658,050
+2,740
| +0.4% | +$238K | 2.01% | 5 |
|
|
2023
Q2 | $56.8M | Sell |
655,310
-3,140
| -0.5% | -$224K | 2.14% | 5 |
|
|
2023
Q1 | $42.2M | Buy |
658,450
+3,670
| +0.6% | +$221K | 1.7% | 6 |
|
|
2022
Q4 | $36.6M | Buy |
654,780
+210
| +0% | +$10.5K | 1.63% | 8 |
|
|
2022
Q3 | $29.1M | Buy |
654,570
+2,330
| +0.4% | +$119K | 1.57% | 10 |
|
|
2022
Q2 | $31.7M | Sell |
652,240
-6,650
| -1% | -$373K | 1.96% | 8 |
|
|
2022
Q1 | $41.5M | Sell |
658,890
-260
| -0% | -$15.4K | 3.36% | 5 |
|
|
2021
Q4 | $43.9M | Sell |
659,150
-210
| -0% | -$11.8K | 2.83% | 7 |
|
|
2021
Q3 | $32M | Buy |
659,360
+5,290
| +0.8% | +$257K | 2.4% | 8 |
|
|
2021
Q2 | $31.2M | Buy |
654,070
+1,570
| +0.2% | +$72.7K | 2.73% | 8 |
|
|
2021
Q1 | $30.3M | Buy |
652,500
+1,240
| +0.2% | +$57.3K | 3.26% | 7 |
|
|
2020
Q4 | $28.5M | Sell |
651,260
-13,490
| -2% | -$526K | 3.6% | 6 |
|
|
2020
Q3 | $24.6M | Buy |
664,750
+15,050
| +2% | +$504K | 4.76% | 5 |
|
|
2020
Q2 | $20.5M | Buy |
+649,700
| New | +$18.2M | 3.83% | 7 |
|
|
2019
Q1 | – | Sell |
-666,380
| Closed | -$16.9M | – | 95 |
|
|
2018
Q4 | $16.9M | Sell |
666,380
-11,630
| -2% | -$274K | 5.99% | 5 |
|
|
2018
Q3 | $16.7M | Buy |
678,010
+10,080
| +2% | +$226K | 3.69% | 8 |
|
|
2018
Q2 | $16.2M | Sell |
667,930
-3,620
| -0.5% | -$88.8K | 5.67% | 5 |
|
|
2018
Q1 | $38K | Sell |
671,550
-41,480
| -6% | -$1.04M | 0.01% | 407 |
|
|
2017
Q4 | $18.3M | Buy |
+713,030
| New | +$18.5M | 2.31% | 6 |
|
Other funds holding AVGO
Summit Trail Advisors's AVGO Position: Q2 2026 in Review
Summit Trail Advisors increased its Broadcom (AVGO) stake by 0.31% in Q2 2026, buying an estimated $947K and bringing the position to 761,224 shares worth $288M. The position accounts for 3.62% of the portfolio, ranked #3.
Summit Trail Advisors first reported a position in AVGO in Q4 2017 and has held it in 30 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Summit Trail Advisors held 761,224 shares of Broadcom worth $288M as of Q2 2026.
- Summit Trail Advisors bought 2,363 Broadcom shares in Q2 2026, an estimated $947K.
- Broadcom made up 3.62% of Summit Trail Advisors's portfolio in Q2 2026, its #3 holding.
- Summit Trail Advisors first reported a position in Broadcom in Q4 2017 and has held it in 30 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.