1776 Wealth’s Broadcom AVGO Stock Holding History

1776 Wealth’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	$2.18M	Buy	5,767 +487	+9%	+$195K	0.77%	29
2026 Q1	$1.63M	Hold	5,280	–	–	0.64%	29
2025 Q4	$1.83M	Buy	5,280 +10	+0.2%	+$3.58K	0.69%	27
2025 Q3	$1.74M	Buy	5,270 +2,171	+70%	+$666K	0.67%	26
2025 Q2	$854K	Buy	3,099 +100	+3%	+$21.7K	0.35%	51
2025 Q1	$502K	Buy	2,999 +87	+3%	+$18.4K	0.23%	82
2024 Q4	$675K	Hold	2,912	–	–	0.31%	60
2024 Q3	$502K	Buy	2,912 +22	+0.8%	+$3.53K	0.22%	91
2024 Q2	$464K	Hold	2,890	–	–	0.21%	97
2024 Q1	$383K	Hold	2,890	–	–	0.18%	95
2023 Q4	$323K	Buy	2,890 +90	+3%	+$8.52K	0.16%	100
2023 Q3	$233K	Hold	2,800	–	–	0.12%	113
2023 Q2	$243K	Buy	+2,800	New	+$200K	0.13%	115
2022 Q2	–	Sell	-5,580	Closed	-$351K	–	122
2022 Q1	$351K	Buy	5,580 +1,580	+40%	+$93.8K	0.2%	89
2021 Q4	$266K	Buy	+4,000	New	+$225K	0.14%	104
2020 Q3	–	Sell	-4,000	Closed	-$126K	–	124
2020 Q2	$126K	Sell	4,000 -1,000	-20%	-$28K	0.09%	129
2020 Q1	$118K	Hold	5,000	–	–	0.1%	119
2019 Q4	$158K	Buy	+5,000	New	+$152K	0.13%	112

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 $3.37T AUM 44.26% 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

1776 Wealth's AVGO Position: Q2 2026 in Review

1776 Wealth increased its Broadcom (AVGO) stake by 9.2% in Q2 2026, buying an estimated $195K and bringing the position to 5,767 shares worth $2.18M. The position accounts for 0.77% of the portfolio, ranked #29.

1776 Wealth first reported a position in AVGO in Q4 2019 and has held it in 18 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

1776 Wealth held 5,767 shares of Broadcom worth $2.18M as of Q2 2026.
1776 Wealth bought 487 Broadcom shares in Q2 2026, an estimated $195K.
Broadcom made up 0.77% of 1776 Wealth's portfolio in Q2 2026, its #29 holding.
1776 Wealth first reported a position in Broadcom in Q4 2019 and has held it in 18 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.