VBCG
AVGO icon

Valley Brook Capital Group’s Broadcom AVGO Stock Holding History

Valley Brook Capital Group’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 		$6.08M Buy
16,103
+25
+0.2% +$10K 3.45% 6
2026
Q1 		$4.98M Sell
16,078
-110
-0.7% -$36.2K 3.34% 7
2025
Q4 		$5.6M Sell
16,188
-168
-1% -$60.1K 3.71% 4
2025
Q3 		$5.4M Buy
16,356
+165
+1% +$50.6K 3.63% 5
2025
Q2 		$4.46M Sell
16,191
-875
-5% -$190K 3.34% 6
2025
Q1 		$2.86M Sell
17,066
-184
-1% -$38.9K 2.24% 9
2024
Q4 		$4M Sell
17,250
-1,505
-8% -$278K 2.99% 7
2024
Q3 		$3.24M Buy
18,755
+355
+2% +$56.9K 2.32% 9
2024
Q2 		$2.95M Buy
18,400
+1,150
+7% +$161K 2.3% 9
2024
Q1 		$2.29M Buy
17,250
+900
+6% +$112K 1.83% 11
2023
Q4 		$1.83M Buy
16,350
+600
+4% +$56.8K 1.59% 14
2023
Q3 		$1.31M Buy
15,750
+1,050
+7% +$91K 1.29% 22
2023
Q2 		$1.28M Sell
14,700
-1,650
-10% -$118K 1.18% 25
2023
Q1 		$1.05M Buy
16,350
+850
+5% +$51.1K 0.97% 32
2022
Q4 		$867K Buy
15,500
+600
+4% +$30.1K 0.83% 35
2022
Q3 		$661K Buy
14,900
+850
+6% +$43.4K 0.72% 44
2022
Q2 		$682K Sell
14,050
-450
-3% -$25.3K 0.7% 44
2022
Q1 		$913K Buy
14,500
+2,350
+19% +$140K 0.79% 38
2021
Q4 		$808K Buy
12,150
+500
+4% +$28.1K 0.7% 42
2021
Q3 		$564K Buy
11,650
+900
+8% +$43.8K 0.56% 55
2021
Q2 		$512K Buy
10,750
+3,390
+46% +$157K 0.49% 58
2021
Q1 		$341K Buy
7,360
+610
+9% +$28.2K 0.31% 71
2020
Q4 		$295K Buy
+6,750
New +$263K 0.29% 74

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley Brook Capital Group's AVGO Position: Q2 2026 in Review

Valley Brook Capital Group increased its Broadcom (AVGO) stake by 0.16% in Q2 2026, buying an estimated $10K and bringing the position to 16,103 shares worth $6.08M. The position accounts for 3.45% of the portfolio, ranked #6.

Valley Brook Capital Group first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 2,967 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Valley Brook Capital Group held 16,103 shares of Broadcom worth $6.08M as of Q2 2026.
  • Valley Brook Capital Group bought 25 Broadcom shares in Q2 2026, an estimated $10K.
  • Broadcom made up 3.45% of Valley Brook Capital Group's portfolio in Q2 2026, its #6 holding.
  • Valley Brook Capital Group first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 2,967 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.