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AMJ Financial Wealth Management’s Broadcom AVGO Stock Holding History

AMJ Financial 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 		$11M Hold
35,587
– – 2.6% 10
2026
Q1 		$11M Sell
35,587
-34
-0.1% -$11.2K 2.6% 10
2025
Q4 		$12.3M Sell
35,621
-2,311
-6% -$826K 2.91% 5
2025
Q3 		$12.5M Sell
37,932
-409
-1% -$125K 2.98% 6
2025
Q2 		$10.6M Sell
38,341
-10,895
-22% -$2.37M 2.63% 14
2025
Q1 		$8.24M Sell
49,236
-6,620
-12% -$1.4M 2.43% 17
2024
Q4 		$12.9M Sell
55,856
-2,971
-5% -$550K 3.58% 2
2024
Q3 		$10.1M Sell
58,827
-4,433
-7% -$711K 2.91% 9
2024
Q2 		$10.2M Buy
63,260
+330
+0.5% +$46.2K 3.15% 8
2024
Q1 		$8.34M Buy
62,930
+41,740
+197% +$5.17M 2.79% 15
2023
Q4 		$2.37M Buy
+21,190
New +$2.01M 1% 38

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

AMJ Financial Wealth Management's AVGO Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 35,587 shares worth $11M. The position accounts for 2.6% of the portfolio, ranked #10.

AMJ Financial Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9M in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • AMJ Financial Wealth Management held 35,587 shares of Broadcom worth $11M as of Q2 2026.
  • AMJ Financial Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 2.6% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #10 holding.
  • AMJ Financial Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • AMJ Financial Wealth Management's Broadcom position peaked at $12.9M in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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