ZIG
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Zuckerman Investment Group’s Broadcom AVGO Stock Holding History

Zuckerman Investment Group’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 		$1.14M Buy
3,027
+12
+0.4% +$4.81K 0.1% 77
2026
Q1 		$933K Hold
3,015
– – 0.09% 73
2025
Q4 		$1.04M Buy
3,015
+795
+36% +$284K 0.09% 72
2025
Q3 		$732K Buy
2,220
+336
+18% +$103K 0.07% 96
2025
Q2 		$519K Buy
1,884
+192
+11% +$41.7K 0.05% 108
2025
Q1 		$283K Buy
1,692
+147
+10% +$31.1K 0.03% 133
2024
Q4 		$336K Sell
1,545
-55
-3% -$10.2K 0.03% 120
2024
Q3 		$276K Buy
1,600
+70
+5% +$11.2K 0.03% 124
2024
Q2 		$246K Hold
1,530
– – 0.03% 128
2024
Q1 		$203K Buy
+1,530
New +$190K 0.02% 135

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

Zuckerman Investment Group's AVGO Position: Q2 2026 in Review

Zuckerman Investment Group increased its Broadcom (AVGO) stake by 0.4% in Q2 2026, buying an estimated $4.81K and bringing the position to 3,027 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #77.

Zuckerman Investment Group first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Zuckerman Investment Group held 3,027 shares of Broadcom worth $1.14M as of Q2 2026.
  • Zuckerman Investment Group bought 12 Broadcom shares in Q2 2026, an estimated $4.81K.
  • Broadcom made up 0.1% of Zuckerman Investment Group's portfolio in Q2 2026, its #77 holding.
  • Zuckerman Investment Group first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.