ZF
AVGO icon

Zhang Financial’s Broadcom AVGO Stock Holding History

Zhang 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 		$12.9M Buy
34,033
+619
+2% +$248K 0.38% 49
2026
Q1 		$10.3M Buy
33,414
+9,780
+41% +$3.22M 0.36% 47
2025
Q4 		$8.18M Buy
23,634
+1,817
+8% +$650K 0.31% 49
2025
Q3 		$7.2M Buy
21,817
+330
+2% +$101K 0.29% 48
2025
Q2 		$5.92M Sell
21,487
-479
-2% -$104K 0.27% 50
2025
Q1 		$3.68M Sell
21,966
-2,164
-9% -$458K 0.19% 66
2024
Q4 		$5.59M Buy
24,130
+2,975
+14% +$550K 0.32% 44
2024
Q3 		$3.65M Sell
21,155
-1,185
-5% -$190K 0.23% 59
2024
Q2 		$3.59M Buy
22,340
+270
+1% +$37.8K 0.25% 54
2024
Q1 		$2.93M Buy
22,070
+1,680
+8% +$208K 0.22% 64
2023
Q4 		$2.28M Sell
20,390
-1,540
-7% -$146K 0.2% 64
2023
Q3 		$1.84M Buy
21,930
+1,190
+6% +$103K 0.19% 69
2023
Q2 		$1.81M Buy
20,740
+1,030
+5% +$73.5K 0.19% 69
2023
Q1 		$1.26M Buy
19,710
+60
+0.3% +$3.61K 0.14% 88
2022
Q4 		$1.1M Buy
19,650
+6,410
+48% +$321K 0.14% 90
2022
Q3 		$588K Buy
13,240
+190
+1% +$9.71K 0.09% 121
2022
Q2 		$634K Sell
13,050
-650
-5% -$36.5K 0.1% 113
2022
Q1 		$862K Buy
13,700
+7,090
+107% +$421K 0.15% 91
2021
Q4 		$440K Buy
6,610
+500
+8% +$28.1K 0.08% 130
2021
Q3 		$297K Buy
+6,110
New +$297K 0.07% 129

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

Zhang Financial's AVGO Position: Q2 2026 in Review

Zhang Financial increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $248K and bringing the position to 34,033 shares worth $12.9M. The position accounts for 0.38% of the portfolio, ranked #49.

Zhang Financial first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Zhang Financial held 34,033 shares of Broadcom worth $12.9M as of Q2 2026.
  • Zhang Financial bought 619 Broadcom shares in Q2 2026, an estimated $248K.
  • Broadcom made up 0.38% of Zhang Financial's portfolio in Q2 2026, its #49 holding.
  • Zhang Financial first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.