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Weaver C. Barksdale & Associates’s Broadcom AVGO Stock Holding History

Weaver C. Barksdale & Associates’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 		$2.13M Sell
5,636
-865
-13% -$347K 1.91% 19
2026
Q1 		$2.02M Buy
6,501
+376
+6% +$124K 1.92% 18
2025
Q4 		$2.12M Sell
6,125
-959
-14% -$343K 2.22% 7
2025
Q3 		$2.34M Sell
7,084
-1,899
-21% -$583K 2.25% 8
2025
Q2 		$2.48M Sell
8,983
-1,699
-16% -$369K 2.38% 2
2025
Q1 		$1.79M Sell
10,682
-250
-2% -$52.9K 1.72% 32
2024
Q4 		$2.53M Sell
10,932
-3,969
-27% -$734K 2.42% 2
2024
Q3 		$2.57M Sell
14,901
-579
-4% -$92.8K 2.32% 1
2024
Q2 		$2.48M Sell
15,480
-3,000
-16% -$420K 2.36% 2
2024
Q1 		$2.45M Sell
18,480
-4,060
-18% -$503K 2.25% 3
2023
Q4 		$2.52M Sell
22,540
-12,220
-35% -$1.16M 2.46% 1
2023
Q3 		$2.89M Buy
34,760
+5,550
+19% +$481K 2.46% 1
2023
Q2 		$2.53M Sell
29,210
-6,860
-19% -$489K 2.5% 1
2023
Q1 		$2.31M Sell
36,070
-1,690
-4% -$102K 2.16% 2
2022
Q4 		$2.11M Buy
37,760
+950
+3% +$47.6K 1.86% 24
2022
Q3 		$1.63M Sell
36,810
-1,320
-3% -$67.4K 1.64% 31
2022
Q2 		$1.85M Buy
38,130
+2,100
+6% +$118K 1.72% 25
2022
Q1 		$2.27M Sell
36,030
-2,020
-5% -$120K 2.02% 7
2021
Q4 		$2.53M Buy
+38,050
New +$2.14M 2.29% 1

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

Weaver C. Barksdale & Associates's AVGO Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $347K and leaving 5,636 shares worth $2.13M. The position accounts for 1.91% of the portfolio, ranked #19.

Weaver C. Barksdale & Associates first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q3 2023. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Weaver C. Barksdale & Associates held 5,636 shares of Broadcom worth $2.13M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 865 Broadcom shares in Q2 2026, an estimated $347K.
  • Broadcom made up 1.91% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #19 holding.
  • Weaver C. Barksdale & Associates first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Weaver C. Barksdale & Associates's Broadcom position peaked at $2.89M in Q3 2023.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.