4WM
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49 Wealth Management’s Broadcom AVGO Stock Holding History

49 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 		– Sell
-7,465
Closed -$2.31M – 201
2026
Q1 		$2.31M Buy
7,465
+473
+7% +$156K 0.17% 41
2025
Q4 		$2.42M Sell
6,992
-40
-0.6% -$14.3K 0.2% 43
2025
Q3 		$2.32M Buy
7,032
+69
+1% +$21.2K 0.22% 36
2025
Q2 		$1.92M Sell
6,963
-1,098
-14% -$238K 0.2% 35
2025
Q1 		$1.35M Buy
8,061
+287
+4% +$60.7K 0.16% 50
2024
Q4 		$1.8M Buy
7,774
+126
+2% +$23.3K 0.26% 36
2024
Q3 		$1.32M Buy
7,648
+3,938
+106% +$631K 0.21% 46
2024
Q2 		$609K Buy
3,710
+1,280
+53% +$179K 0.12% 73
2024
Q1 		$328K Sell
2,430
-470
-16% -$58.2K 0.07% 84
2023
Q4 		$324K Buy
+2,900
New +$275K 0.08% 77

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

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

49 Wealth Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 7,465 shares — an estimated $2.31M sold.

49 Wealth Management first reported a position in AVGO in Q4 2023 and held it in 10 quarters. The position peaked at $2.42M in Q4 2025. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • 49 Wealth Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 7,465 Broadcom shares in Q2 2026, an estimated $2.31M.
  • 49 Wealth Management first reported a position in Broadcom in Q4 2023 and held it in 10 quarters.
  • 49 Wealth Management's Broadcom position peaked at $2.42M in Q4 2025.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.