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Summitry LLC’s Broadcom AVGO Stock Holding History

Summitry LLC’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 		$6.18M Sell
16,363
-3,196
-16% -$1.28M 0.2% 70
2026
Q1 		$6.05M Buy
19,559
+12,235
+167% +$4.03M 0.21% 67
2025
Q4 		$2.53M Buy
7,324
+311
+4% +$111K 0.11% 55
2025
Q3 		$2.31M Buy
7,013
+3,104
+79% +$952K 0.1% 59
2025
Q2 		$1.08M Buy
3,909
+356
+10% +$77.3K 0.05% 62
2025
Q1 		$595K Buy
3,553
+152
+4% +$32.2K 0.03% 71
2024
Q4 		$788K Sell
3,401
-1,169
-26% -$216K 0.04% 64
2024
Q3 		$788K Buy
4,570
+2,860
+167% +$459K 0.04% 66
2024
Q2 		$275K Sell
1,710
-300
-15% -$42K 0.01% 92
2024
Q1 		$266K Buy
2,010
+160
+9% +$19.8K 0.01% 92
2023
Q4 		$207K Buy
+1,850
New +$175K 0.01% 88

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

Summitry LLC's AVGO Position: Q2 2026 in Review

Summitry LLC reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $1.28M and leaving 16,363 shares worth $6.18M. The position accounts for 0.2% of the portfolio, ranked #70.

Summitry LLC first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summitry LLC held 16,363 shares of Broadcom worth $6.18M as of Q2 2026.
  • Summitry LLC sold 3,196 Broadcom shares in Q2 2026, an estimated $1.28M.
  • Broadcom made up 0.2% of Summitry LLC's portfolio in Q2 2026, its #70 holding.
  • Summitry LLC first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.