TrueMark Investments’s Broadcom AVGO Stock Holding History

TrueMark Investments’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	$1.76M	Buy	4,670 +2,422	+108%	+$971K	0.22%	85
2026 Q1	$696K	Buy	+2,248	New	+$740K	0.14%	95
2025 Q2	–	Sell	-7,889	Closed	-$1.32M	–	149
2025 Q1	$1.32M	Sell	7,889 -14,015	-64%	-$2.97M	0.35%	84
2024 Q4	$5.08M	Buy	21,904 +6,580	+43%	+$1.22M	1.62%	19
2024 Q3	$2.64M	Sell	15,324 -16,376	-52%	-$2.63M	0.85%	48
2024 Q2	$5.09M	Buy	31,700 +3,550	+13%	+$498K	1.74%	4
2024 Q1	$3.73M	Buy	28,150 +7,930	+39%	+$983K	3.42%	3
2023 Q4	$2.26M	Buy	+20,220	New	+$1.91M	2.24%	17

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TrueMark Investments's AVGO Position: Q2 2026 in Review

TrueMark Investments increased its Broadcom (AVGO) stake by 108% in Q2 2026, buying an estimated $971K and bringing the position to 4,670 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #85.

TrueMark Investments first reported a position in AVGO in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.09M in Q2 2024. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

TrueMark Investments held 4,670 shares of Broadcom worth $1.76M as of Q2 2026.
TrueMark Investments bought 2,422 Broadcom shares in Q2 2026, an estimated $971K.
Broadcom made up 0.22% of TrueMark Investments's portfolio in Q2 2026, its #85 holding.
TrueMark Investments first reported a position in Broadcom in Q4 2023 and has held it in 8 quarters since.
TrueMark Investments's Broadcom position peaked at $5.09M in Q2 2024.
2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.