Waycross Partners’s Broadcom AVGO Stock Holding History

Waycross Partners’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	$46.4M	Buy	122,739 +1,570	+1%	+$630K	3.95%	7
2026 Q1	$37.5M	Buy	121,169 +3,625	+3%	+$1.19M	3.58%	8
2025 Q4	$40.7M	Sell	117,544 -23,623	-17%	-$8.45M	3.33%	11
2025 Q3	$46.6M	Buy	141,167 +2,696	+2%	+$827K	4.01%	8
2025 Q2	$38.2M	Buy	138,471 +7,011	+5%	+$1.52M	3.6%	9
2025 Q1	$22M	Buy	131,460 +129,960	+8,664%	+$27.5M	2.47%	21
2024 Q4	$348K	Hold	1,500	–	–	0.05%	60
2024 Q3	$259K	Hold	1,500	–	–	0.04%	63
2024 Q2	$241K	Buy	+1,500	New	+$210K	0.04%	70
2022 Q3	–	Sell	-20,250	Closed	-$984K	–	88
2022 Q2	$984K	Hold	20,250	–	–	0.65%	54
2022 Q1	$1.27M	Sell	20,250 -6,750	-25%	-$401K	0.74%	44
2021 Q4	$1.8M	Hold	27,000	–	–	1.03%	35
2021 Q3	$1.31M	Hold	27,000	–	–	0.82%	44
2021 Q2	$1.29M	Hold	27,000	–	–	0.68%	43
2021 Q1	$1.25M	Hold	27,000	–	–	0.7%	44
2020 Q4	$1.18M	Buy	+27,000	New	+$1.05M	0.74%	41

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waycross Partners's AVGO Position: Q2 2026 in Review

Waycross Partners increased its Broadcom (AVGO) stake by 1.3% in Q2 2026, buying an estimated $630K and bringing the position to 122,739 shares worth $46.4M. The position accounts for 3.95% of the portfolio, ranked #7.

Waycross Partners first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $46.6M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Waycross Partners held 122,739 shares of Broadcom worth $46.4M as of Q2 2026.
Waycross Partners bought 1,570 Broadcom shares in Q2 2026, an estimated $630K.
Broadcom made up 3.95% of Waycross Partners's portfolio in Q2 2026, its #7 holding.
Waycross Partners first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
Waycross Partners's Broadcom position peaked at $46.6M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.