AWM
AVGO icon

Accurate Wealth Management’s Broadcom AVGO Stock Holding History

Accurate 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 		$12.7M Buy
31,753
+2,953
+10% +$1.18M 1.21% 13
2026
Q1 		$10.7M Buy
28,800
+1,322
+5% +$435K 1.29% 15
2025
Q4 		$9.47M Buy
27,478
+2,578
+10% +$922K 1.2% 13
2025
Q3 		$8.57M Buy
24,900
+2,100
+9% +$644K 1.14% 13
2025
Q2 		$6.28M Buy
22,800
+2,094
+10% +$455K 0.96% 17
2025
Q1 		$3.76M Buy
20,706
+1,963
+10% +$415K 0.72% 23
2024
Q4 		$4.21M Buy
18,743
+1,194
+7% +$221K 0.81% 23
2024
Q3 		$3.09M Sell
17,549
-157,781
-90% -$25.3M 0.62% 42
2024
Q2 		$3.01M Buy
175,330
+159,400
+1,001% +$22.3M 0.72% 39
2024
Q1 		$1.92M Sell
15,930
-340
-2% -$42.1K 0.56% 55
2023
Q4 		$1.79M Sell
16,270
-1,420
-8% -$134K 0.56% 54
2023
Q3 		$1.57M Buy
17,690
+2,070
+13% +$179K 0.49% 59
2023
Q2 		$1.39M Buy
15,620
+1,290
+9% +$92K 0.43% 59
2023
Q1 		$899K Buy
14,330
+5,950
+71% +$358K 0.31% 75
2022
Q4 		$482K Buy
8,380
+1,740
+26% +$87.2K 0.18% 104
2022
Q3 		$288K Sell
6,640
-660
-9% -$33.7K 0.12% 138
2022
Q2 		$358K Sell
7,300
-450
-6% -$25.3K 0.19% 100
2022
Q1 		$488K Buy
7,750
+290
+4% +$17.2K 0.22% 91
2021
Q4 		$454K Buy
7,460
+280
+4% +$15.7K 0.37% 74
2021
Q3 		$342K Buy
7,180
+540
+8% +$26.3K 0.3% 94
2021
Q2 		$317K Buy
+6,640
New +$308K 0.28% 90

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

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

Accurate Wealth Management increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $1.18M and bringing the position to 31,753 shares worth $12.7M. The position accounts for 1.21% of the portfolio, ranked #13.

Accurate Wealth Management first reported a position in AVGO in Q2 2021 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Accurate Wealth Management held 31,753 shares of Broadcom worth $12.7M as of Q2 2026.
  • Accurate Wealth Management bought 2,953 Broadcom shares in Q2 2026, an estimated $1.18M.
  • Broadcom made up 1.21% of Accurate Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Accurate Wealth Management first reported a position in Broadcom in Q2 2021 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.