Sweeney & Michel
AVGO icon

Sweeney & Michel’s Broadcom AVGO Stock Holding History

Sweeney & Michel’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
Q3 		$258K Sell
735
-166
-18% -$62.5K 0.07% 139
2026
Q2 		$385K Sell
901
-69
-7% -$27.7K 0.1% 114
2026
Q1 		$368K Buy
970
+2
+0.2% +$658 0.11% 106
2025
Q4 		$332K Sell
968
-84
-8% -$30K 0.1% 111
2025
Q3 		$341K Sell
1,052
-55
-5% -$16.9K 0.11% 102
2025
Q2 		$304K Buy
+1,107
New +$240K 0.11% 107

Other funds holding AVGO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sweeney & Michel's AVGO Position: Q3 2026 in Review

Sweeney & Michel reduced its Broadcom (AVGO) stake by 18% in Q3 2026, selling an estimated $62.5K and leaving 735 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #139.

Sweeney & Michel first reported a position in AVGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $385K in Q2 2026. 2,538 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Sweeney & Michel held 735 shares of Broadcom worth $258K as of Q3 2026.
  • Sweeney & Michel sold 166 Broadcom shares in Q3 2026, an estimated $62.5K.
  • Broadcom made up 0.07% of Sweeney & Michel's portfolio in Q3 2026, its #139 holding.
  • Sweeney & Michel first reported a position in Broadcom in Q2 2025 and has held it in 6 quarters since.
  • Sweeney & Michel's Broadcom position peaked at $385K in Q2 2026.
  • 2,538 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.