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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
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

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

Sweeney & Michel's AVGO Position: Q2 2026 in Review

Sweeney & Michel reduced its Broadcom (AVGO) stake by 7.1% in Q2 2026, selling an estimated $27.7K and leaving 901 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #114.

Sweeney & Michel first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Sweeney & Michel held 901 shares of Broadcom worth $385K as of Q2 2026.
  • Sweeney & Michel sold 69 Broadcom shares in Q2 2026, an estimated $27.7K.
  • Broadcom made up 0.1% of Sweeney & Michel's portfolio in Q2 2026, its #114 holding.
  • Sweeney & Michel first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.