AOWM
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Alpha Omega Wealth Management’s Broadcom AVGO Stock Holding History

Alpha Omega 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 		$7.46M Sell
19,740
-1,095
-5% -$439K 1.14% 21
2026
Q1 		$6.45M Sell
20,835
-2,264
-10% -$745K 1.05% 21
2025
Q4 		$7.99M Sell
23,099
-565
-2% -$202K 1.33% 17
2025
Q3 		$7.81M Sell
23,664
-1,149
-5% -$352K 1.3% 18
2025
Q2 		$6.84M Sell
24,813
-120
-0.5% -$26.1K 1.22% 20
2025
Q1 		$4.17M Sell
24,933
-11,070
-31% -$2.34M 0.8% 38
2024
Q4 		$8.35M Sell
36,003
-1,797
-5% -$332K 1.58% 12
2024
Q3 		$6.52M Sell
37,800
-960
-2% -$154K 1.2% 19
2024
Q2 		$6.22M Sell
38,760
-50
-0.1% -$7.01K 1.19% 20
2024
Q1 		$5.14M Sell
38,810
-3,800
-9% -$471K 0.96% 27
2023
Q4 		$4.76M Buy
42,610
+17,040
+67% +$1.61M 0.79% 29
2023
Q3 		$2.12M Sell
25,570
-420
-2% -$36.4K 0.37% 76
2023
Q2 		$2.25M Sell
25,990
-3,440
-12% -$245K 0.38% 76
2023
Q1 		$1.89M Sell
29,430
-90
-0.3% -$5.42K 0.33% 82
2022
Q4 		$1.65M Sell
29,520
-100
-0.3% -$5.01K 0.29% 88
2022
Q3 		$1.31M Sell
29,620
-2,550
-8% -$130K 0.25% 95
2022
Q2 		$1.56M Sell
32,170
-1,350
-4% -$75.8K 0.28% 85
2022
Q1 		$2.11M Buy
33,520
+310
+0.9% +$18.4K 0.33% 82
2021
Q4 		$1.98M Sell
33,210
-70
-0.2% -$3.94K 0.3% 86
2021
Q3 		$1.61M Buy
33,280
+30
+0.1% +$1.46K 0.26% 90
2021
Q2 		$1.59M Buy
33,250
+40
+0.1% +$1.85K 0.26% 93
2021
Q1 		$1.54M Sell
33,210
-320
-1% -$14.8K 0.27% 90
2020
Q4 		$1.47M Buy
33,530
+90
+0.3% +$3.51K 0.25% 88
2020
Q3 		$1.22M Hold
33,440
– – 0.17% 87
2020
Q2 		$1.05M Hold
33,440
– – 0.16% 92
2020
Q1 		$793K Sell
33,440
-1,300
-4% -$36.6K 0.15% 95
2019
Q4 		$1.1M Buy
34,740
+550
+2% +$16.7K 0.18% 95
2019
Q3 		$1.07M Buy
34,190
+31,500
+1,171% +$896K 0.17% 94
2019
Q2 		$77K Buy
2,690
+90
+3% +$2.62K 0.03% 213
2019
Q1 		$78K Buy
+2,600
New +$70.5K 0.04% 205

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

Alpha Omega Wealth Management's AVGO Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its Broadcom (AVGO) stake by 5.3% in Q2 2026, selling an estimated $439K and leaving 19,740 shares worth $7.46M. The position accounts for 1.14% of the portfolio, ranked #21.

Alpha Omega Wealth Management first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.35M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Alpha Omega Wealth Management held 19,740 shares of Broadcom worth $7.46M as of Q2 2026.
  • Alpha Omega Wealth Management sold 1,095 Broadcom shares in Q2 2026, an estimated $439K.
  • Broadcom made up 1.14% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Alpha Omega Wealth Management first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
  • Alpha Omega Wealth Management's Broadcom position peaked at $8.35M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.