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
2025 Q3	–	Sell	-200	Closed	-$55.1K	–	397
2025 Q2	$55.1K	Buy	+200	New	+$43.4K	﹤0.01%	377

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 $3.38T AUM 44.17% 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

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. 4,862 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.
4,862 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.