XF
AVGO icon

XML Financial’s Broadcom AVGO Stock Holding History

XML Financial’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 		$4.84M Sell
12,809
-1,685
-12% -$676K 0.35% 73
2026
Q1 		$4.49M Buy
14,494
+776
+6% +$255K 0.36% 72
2025
Q4 		$4.75M Buy
13,718
+2,727
+25% +$975K 0.39% 69
2025
Q3 		$3.63M Buy
10,991
+490
+5% +$150K 0.3% 84
2025
Q2 		$2.89M Buy
10,501
+610
+6% +$132K 0.25% 88
2025
Q1 		$1.66M Sell
9,891
-233
-2% -$49.3K 0.15% 126
2024
Q4 		$2.35M Sell
10,124
-258
-2% -$47.7K 0.21% 101
2024
Q3 		$1.79M Sell
10,382
-58
-0.6% -$9.3K 0.17% 127
2024
Q2 		$1.68M Sell
10,440
-500
-5% -$70.1K 0.17% 125
2024
Q1 		$1.45M Sell
10,940
-1,100
-9% -$136K 0.15% 134
2023
Q4 		$1.34M Sell
12,040
-100
-0.8% -$9.47K 0.14% 134
2023
Q3 		$1.01M Sell
12,140
-830
-6% -$71.9K 0.12% 151
2023
Q2 		$1.12M Buy
12,970
+1,230
+10% +$87.7K 0.13% 148
2023
Q1 		$753K Sell
11,740
-180
-2% -$10.8K 0.09% 178
2022
Q4 		$666K Sell
11,920
-1,790
-13% -$89.8K 0.08% 181
2022
Q3 		$609K Buy
13,710
+5,690
+71% +$291K 0.08% 180
2022
Q2 		$390K Sell
8,020
-4,320
-35% -$242K 0.09% 158
2022
Q1 		$777K Buy
12,340
+1,830
+17% +$109K 0.09% 171
2021
Q4 		$699K Buy
10,510
+1,000
+11% +$56.2K 0.08% 178
2021
Q3 		$461K Buy
9,510
+4,120
+76% +$200K 0.06% 204
2021
Q2 		$257K Buy
5,390
+50
+0.9% +$2.32K 0.06% 187
2021
Q1 		$247K Sell
5,340
-430
-7% -$19.9K 0.06% 183
2020
Q4 		$253K Buy
+5,770
New +$225K 0.07% 172

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

XML Financial's AVGO Position: Q2 2026 in Review

XML Financial reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $676K and leaving 12,809 shares worth $4.84M. The position accounts for 0.35% of the portfolio, ranked #73.

XML Financial first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • XML Financial held 12,809 shares of Broadcom worth $4.84M as of Q2 2026.
  • XML Financial sold 1,685 Broadcom shares in Q2 2026, an estimated $676K.
  • Broadcom made up 0.35% of XML Financial's portfolio in Q2 2026, its #73 holding.
  • XML Financial first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.