TFF
AVGO icon

The Family Firm’s Broadcom AVGO Stock Holding History

The Family Firm’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
2025
Q2 		$5.87M Sell
21,298
-1,547
-7% -$336K 1.41% 19
2025
Q1 		$3.82M Buy
22,845
+76
+0.3% +$16.1K 0.85% 26
2024
Q4 		$5.28M Buy
22,769
+112
+0.5% +$20.7K 1.17% 19
2024
Q3 		$3.91M Buy
22,657
+15,987
+240% +$2.56M 0.86% 26
2024
Q2 		$1.07M Buy
6,670
+4,220
+172% +$591K 0.24% 73
2024
Q1 		$325K Hold
2,450
– – 0.08% 149
2023
Q4 		$274K Hold
2,450
– – 0.07% 153
2023
Q3 		$203K Buy
2,450
+10
+0.4% +$867 0.06% 172
2023
Q2 		$212K Buy
+2,440
New +$174K 0.06% 177

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

The Family Firm's AVGO Position: Q2 2025 in Review

The Family Firm reduced its Broadcom (AVGO) stake by 6.8% in Q2 2025, selling an estimated $336K and leaving 21,298 shares worth $5.87M. The position accounts for 1.41% of the portfolio, ranked #19.

The Family Firm first reported a position in AVGO in Q2 2023 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • The Family Firm held 21,298 shares of Broadcom worth $5.87M as of Q2 2025.
  • The Family Firm sold 1,547 Broadcom shares in Q2 2025, an estimated $336K.
  • Broadcom made up 1.41% of The Family Firm's portfolio in Q2 2025, its #19 holding.
  • The Family Firm first reported a position in Broadcom in Q2 2023 and has held it in 9 quarters since.
  • 4,084 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.