VA
AVGO icon

Valmark Advisers’s Broadcom AVGO Stock Holding History

Valmark Advisers’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 		$3.24M Buy
8,579
+81
+1% +$32.5K 0.03% 200
2026
Q1 		$2.63M Buy
8,498
+805
+10% +$265K 0.03% 207
2025
Q4 		$2.66M Buy
7,693
+101
+1% +$36.1K 0.03% 203
2025
Q3 		$2.5M Buy
7,592
+178
+2% +$54.6K 0.03% 199
2025
Q2 		$2.04M Buy
7,414
+260
+4% +$56.5K 0.03% 220
2025
Q1 		$1.2M Buy
7,154
+18
+0.3% +$3.81K 0.02% 285
2024
Q4 		$1.65M Buy
7,136
+218
+3% +$40.3K 0.03% 233
2024
Q3 		$1.19M Sell
6,918
-392
-5% -$62.8K 0.02% 274
2024
Q2 		$1.17M Buy
7,310
+450
+7% +$63.1K 0.02% 253
2024
Q1 		$910K Buy
6,860
+90
+1% +$11.2K 0.02% 282
2023
Q4 		$756K Buy
6,770
+370
+6% +$35K 0.01% 296
2023
Q3 		$532K Buy
6,400
+590
+10% +$51.1K 0.01% 317
2023
Q2 		$504K Sell
5,810
-150
-3% -$10.7K 0.01% 332
2023
Q1 		$383K Buy
5,960
+910
+18% +$54.7K 0.01% 355
2022
Q4 		$283K Buy
5,050
+150
+3% +$7.52K 0.01% 381
2022
Q3 		$218K Buy
4,900
+460
+10% +$23.5K ﹤0.01% 385
2022
Q2 		$216K Buy
4,440
+820
+23% +$46K ﹤0.01% 394
2022
Q1 		$228K Buy
+3,620
New +$215K ﹤0.01% 400

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

Valmark Advisers's AVGO Position: Q2 2026 in Review

Valmark Advisers increased its Broadcom (AVGO) stake by 0.95% in Q2 2026, buying an estimated $32.5K and bringing the position to 8,579 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #200.

Valmark Advisers first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Valmark Advisers held 8,579 shares of Broadcom worth $3.24M as of Q2 2026.
  • Valmark Advisers bought 81 Broadcom shares in Q2 2026, an estimated $32.5K.
  • Broadcom made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #200 holding.
  • Valmark Advisers first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.