4WM
AVGO icon

44 Wealth Management’s Broadcom AVGO Stock Holding History

44 Wealth Management’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 		$3.04M Sell
8,051
-592
-7% -$237K 1.01% 23
2026
Q1 		$2.67M Sell
8,643
-468
-5% -$154K 0.94% 28
2025
Q4 		$3.15M Sell
9,111
-477
-5% -$171K 1.06% 15
2025
Q3 		$3.16M Sell
9,588
-885
-8% -$272K 1.07% 17
2025
Q2 		$2.89M Buy
10,473
+297
+3% +$64.5K 1.02% 21
2025
Q1 		$1.7M Sell
10,176
-308
-3% -$65.2K 0.64% 46
2024
Q4 		$2.43M Sell
10,484
-752
-7% -$139K 0.93% 29
2024
Q3 		$1.95M Buy
+11,236
New +$1.8M 0.69% 47
2023
Q2 		$1.54M Sell
17,790
-2,810
-14% -$200K 0.53% 52
2023
Q1 		$1.32M Buy
20,600
+700
+4% +$42.1K 0.45% 57
2022
Q4 		$1.11M Sell
19,900
-740
-4% -$37.1K 0.38% 66
2022
Q3 		$916K Sell
20,640
-620
-3% -$31.7K 0.38% 70
2022
Q2 		$1.03M Buy
21,260
+1,180
+6% +$66.2K 0.4% 68
2022
Q1 		$1.26M Sell
20,080
-1,180
-6% -$70.1K 0.46% 58
2021
Q4 		$1.42M Sell
21,260
-390
-2% -$21.9K 0.49% 52
2021
Q3 		$1.05M Sell
21,650
-1,110
-5% -$54K 0.4% 64
2021
Q2 		$1.08M Buy
22,760
+3,360
+17% +$156K 0.42% 62
2021
Q1 		$900K Buy
19,400
+8,990
+86% +$416K 0.38% 63
2020
Q4 		$456K Buy
+10,410
New +$406K 0.21% 100

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

44 Wealth Management's AVGO Position: Q2 2026 in Review

44 Wealth Management reduced its Broadcom (AVGO) stake by 6.8% in Q2 2026, selling an estimated $237K and leaving 8,051 shares worth $3.04M. The position accounts for 1.01% of the portfolio, ranked #23.

44 Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.16M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • 44 Wealth Management held 8,051 shares of Broadcom worth $3.04M as of Q2 2026.
  • 44 Wealth Management sold 592 Broadcom shares in Q2 2026, an estimated $237K.
  • Broadcom made up 1.01% of 44 Wealth Management's portfolio in Q2 2026, its #23 holding.
  • 44 Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Broadcom position peaked at $3.16M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.