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Adams Wealth Management’s Broadcom AVGO Stock Holding History

Adams 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 		$531K Buy
1,407
+74
+6% +$29.7K 0.1% 103
2026
Q1 		$413K Buy
1,333
+199
+18% +$65.5K 0.09% 106
2025
Q4 		$393K Sell
1,134
-148
-12% -$52.9K 0.08% 108
2025
Q3 		$422K Sell
1,282
-458
-26% -$141K 0.09% 108
2025
Q2 		$480K Buy
+1,740
New +$378K 0.09% 100
2020
Q4 		– Sell
-50
Closed -$2K – 85
2020
Q3 		$2K Buy
+50
New +$1.68K ﹤0.01% 275

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

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

Adams Wealth Management increased its Broadcom (AVGO) stake by 5.6% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,407 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #103.

Adams Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 6 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Adams Wealth Management held 1,407 shares of Broadcom worth $531K as of Q2 2026.
  • Adams Wealth Management bought 74 Broadcom shares in Q2 2026, an estimated $29.7K.
  • Broadcom made up 0.1% of Adams Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Adams Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 6 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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