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Wakefield Asset Management’s Broadcom AVGO Stock Holding History

Wakefield Asset Management’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 		$627K Buy
1,660
+217
+15% +$87K 0.14% 172
2026
Q1 		$447K Buy
1,443
+119
+9% +$39.2K 0.12% 181
2025
Q4 		$458K Sell
1,324
-472
-26% -$169K 0.12% 168
2025
Q3 		$593K Sell
1,796
-6,303
-78% -$1.93M 0.16% 149
2025
Q2 		$2.23M Buy
8,099
+1,699
+27% +$369K 0.62% 47
2025
Q1 		$1.07M Buy
+6,400
New +$1.35M 0.32% 102
2024
Q1 		– Sell
-4,290
Closed -$479K – 152
2023
Q4 		$479K Sell
4,290
-1,600
-27% -$152K 0.18% 130
2023
Q3 		$489K Sell
5,890
-40
-0.7% -$3.47K 0.22% 127
2023
Q2 		$514K Sell
5,930
-720
-11% -$51.3K 0.2% 126
2023
Q1 		$427K Sell
6,650
-50
-0.7% -$3.01K 0.18% 132
2022
Q4 		$375K Buy
6,700
+20
+0.3% +$1K 0.16% 136
2022
Q3 		$297K Sell
6,680
-20
-0.3% -$1.02K 0.14% 144
2022
Q2 		$325K Buy
6,700
+120
+2% +$6.74K 0.14% 140
2022
Q1 		$414K Buy
6,580
+940
+17% +$55.8K 0.15% 139
2021
Q4 		$375K Buy
5,640
+270
+5% +$15.2K 0.13% 143
2021
Q3 		$260K Sell
5,370
-130
-2% -$6.32K 0.1% 146
2021
Q2 		$262K Sell
5,500
-110
-2% -$5.1K 0.1% 148
2021
Q1 		$260K Sell
5,610
-220
-4% -$10.2K 0.1% 150
2020
Q4 		$255K Sell
5,830
-1,360
-19% -$53K 0.11% 145
2020
Q3 		$262K Buy
7,190
+40
+0.6% +$1.34K 0.12% 142
2020
Q2 		$226K Buy
+7,150
New +$200K 0.11% 146
2018
Q4 		– Sell
-50
Closed -$1K – 213
2018
Q3 		$1K Buy
+50
New +$1.12K ﹤0.01% 159

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

Wakefield Asset Management's AVGO Position: Q2 2026 in Review

Wakefield Asset Management increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $87K and bringing the position to 1,660 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #172.

Wakefield Asset Management first reported a position in AVGO in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.23M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wakefield Asset Management held 1,660 shares of Broadcom worth $627K as of Q2 2026.
  • Wakefield Asset Management bought 217 Broadcom shares in Q2 2026, an estimated $87K.
  • Broadcom made up 0.14% of Wakefield Asset Management's portfolio in Q2 2026, its #172 holding.
  • Wakefield Asset Management first reported a position in Broadcom in Q3 2018 and has held it in 22 quarters since.
  • Wakefield Asset Management's Broadcom position peaked at $2.23M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.