AWM
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Affinity Wealth Management’s Broadcom AVGO Stock Holding History

Affinity 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 		$2.01M Buy
5,329
+42
+0.8% +$16.8K 0.26% 39
2026
Q1 		$1.64M Buy
5,287
+20
+0.4% +$6.58K 0.25% 36
2025
Q4 		$1.82M Sell
5,267
-64
-1% -$22.9K 0.26% 40
2025
Q3 		$1.76M Buy
5,331
+1,319
+33% +$405K 0.26% 40
2025
Q2 		$1.11M Sell
4,012
-17
-0.4% -$3.69K 0.18% 42
2025
Q1 		$675K Sell
4,029
-28
-0.7% -$5.93K 0.13% 50
2024
Q4 		$941K Sell
4,057
-115
-3% -$21.3K 0.17% 48
2024
Q3 		$720K Sell
4,172
-188
-4% -$30.1K 0.13% 52
2024
Q2 		$700K Sell
4,360
-40
-0.9% -$5.61K 0.13% 50
2024
Q1 		$583K Sell
4,400
-450
-9% -$55.8K 0.11% 56
2023
Q4 		$541K Buy
4,850
+150
+3% +$14.2K 0.11% 56
2023
Q3 		$390K Hold
4,700
– – 0.09% 66
2023
Q2 		$408K Buy
4,700
+190
+4% +$13.6K 0.09% 67
2023
Q1 		$289K Buy
+4,510
New +$271K 0.07% 85

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

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

Affinity Wealth Management increased its Broadcom (AVGO) stake by 0.79% in Q2 2026, buying an estimated $16.8K and bringing the position to 5,329 shares worth $2.01M. The position accounts for 0.26% of the portfolio, ranked #39.

Affinity Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Affinity Wealth Management held 5,329 shares of Broadcom worth $2.01M as of Q2 2026.
  • Affinity Wealth Management bought 42 Broadcom shares in Q2 2026, an estimated $16.8K.
  • Broadcom made up 0.26% of Affinity Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Affinity Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.