AWM
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AE Wealth Management’s Broadcom AVGO Stock Holding History

AE 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
2018
Q2 		– Sell
-4,000
Closed -$2K – 461
2018
Q1 		$2K Buy
+4,000
New +$101K ﹤0.01% 446

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

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

AE Wealth Management increased its Broadcom (AVGO) stake by 8.7% in Q2 2026, buying an estimated $25.3M and bringing the position to 787,667 shares worth $298M. The position accounts for 1.39% of the portfolio, ranked #9.

AE Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AE Wealth Management held 787,667 shares of Broadcom worth $298M as of Q2 2026.
  • AE Wealth Management bought 63,059 Broadcom shares in Q2 2026, an estimated $25.3M.
  • Broadcom made up 1.39% of AE Wealth Management's portfolio in Q2 2026, its #9 holding.
  • AE Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.