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Westerkirk Capital’s Broadcom AVGO Stock Holding History

Westerkirk Capital’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 		$667K Hold
1,767
– – 0.06% 135
2026
Q1 		$547K Hold
1,767
– – 0.06% 142
2025
Q4 		$612K Sell
1,767
-2,053
-54% -$734K 0.06% 139
2025
Q3 		$1.26M Sell
3,820
-3,790
-50% -$1.16M 0.14% 122
2025
Q2 		$2.1M Buy
+7,610
New +$1.65M 0.26% 78

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

Westerkirk Capital's AVGO Position: Q2 2026 in Review

Westerkirk Capital held its Broadcom (AVGO) position steady in Q2 2026 at 1,767 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #135.

Westerkirk Capital first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q2 2025. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Westerkirk Capital held 1,767 shares of Broadcom worth $667K as of Q2 2026.
  • Westerkirk Capital left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.06% of Westerkirk Capital's portfolio in Q2 2026, its #135 holding.
  • Westerkirk Capital first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Broadcom position peaked at $2.1M in Q2 2025.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.