ZIG
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Zullo Investment Group’s Broadcom AVGO Stock Holding History

Zullo 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 		$2.61M Sell
6,919
-9
-0.1% -$3.61K 0.89% 27
2026
Q1 		$2.14M Sell
6,928
-354
-5% -$116K 0.81% 30
2025
Q4 		$2.52M Buy
7,282
+150
+2% +$53.6K 0.92% 24
2025
Q3 		$2.35M Buy
7,132
+69
+1% +$21.2K 0.87% 26
2025
Q2 		$1.95M Buy
7,063
+7
+0.1% +$1.52K 0.79% 31
2025
Q1 		$1.18M Sell
7,056
-17
-0.2% -$3.6K 0.51% 48
2024
Q4 		$1.64M Buy
7,073
+3
+0% +$555 0.66% 38
2024
Q3 		$1.22M Sell
7,070
-70
-1% -$11.2K 0.51% 49
2024
Q2 		$1.15M Buy
7,140
+140
+2% +$19.6K 0.5% 49
2024
Q1 		$928K Buy
7,000
+20
+0.3% +$2.48K 0.44% 59
2023
Q4 		$780K Buy
6,980
+340
+5% +$32.2K 0.4% 62
2023
Q3 		$552K Buy
6,640
+50
+0.8% +$4.33K 0.32% 69
2023
Q2 		$572K Sell
6,590
-490
-7% -$34.9K 0.33% 68
2023
Q1 		$454K Buy
7,080
+70
+1% +$4.21K 0.28% 76
2022
Q4 		$392K Buy
7,010
+60
+0.9% +$3.01K 0.24% 83
2022
Q3 		$309K Sell
6,950
-270
-4% -$13.8K 0.2% 90
2022
Q2 		$351K Sell
7,220
-10
-0.1% -$561 0.22% 85
2022
Q1 		$455K Sell
7,230
-250
-3% -$14.8K 0.24% 83
2021
Q4 		$498K Buy
+7,480
New +$420K 0.26% 82

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

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

Zullo Investment Group reduced its Broadcom (AVGO) stake by 0.13% in Q2 2026, selling an estimated $3.61K and leaving 6,919 shares worth $2.61M. The position accounts for 0.89% of the portfolio, ranked #27.

Zullo Investment Group first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Zullo Investment Group held 6,919 shares of Broadcom worth $2.61M as of Q2 2026.
  • Zullo Investment Group sold 9 Broadcom shares in Q2 2026, an estimated $3.61K.
  • Broadcom made up 0.89% of Zullo Investment Group's portfolio in Q2 2026, its #27 holding.
  • Zullo Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.