Angeles Wealth Management’s Broadcom AVGO Stock Holding History

Angeles 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	$17M	Buy	44,949 +2,065	+5%	+$828K	0.78%	23
2026 Q1	$13.3M	Buy	42,884 +3,607	+9%	+$1.19M	0.72%	23
2025 Q4	$13.6M	Buy	39,277 +19,094	+95%	+$6.83M	0.75%	23
2025 Q3	$6.66M	Buy	20,183 +854	+4%	+$262K	0.41%	32
2025 Q2	$5.33M	Buy	19,329 +3,617	+23%	+$785K	0.37%	32
2025 Q1	$2.63M	Buy	15,712 +448	+3%	+$94.8K	0.22%	46
2024 Q4	$3.54M	Buy	15,264 +2,678	+21%	+$495K	0.29%	38
2024 Q3	$2.17M	Buy	12,586 +3,586	+40%	+$575K	0.19%	50
2024 Q2	$1.44M	Buy	9,000 +220	+3%	+$30.8K	0.14%	55
2024 Q1	$1.16M	Buy	8,780 +3,970	+83%	+$492K	0.12%	63
2023 Q4	$537K	Buy	4,810 +870	+22%	+$82.4K	0.07%	105
2023 Q3	$327K	Buy	3,940 +160	+4%	+$13.9K	0.05%	122
2023 Q2	$328K	Buy	+3,780	New	+$270K	0.04%	132

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Angeles Wealth Management increased its Broadcom (AVGO) stake by 4.8% in Q2 2026, buying an estimated $828K and bringing the position to 44,949 shares worth $17M. The position accounts for 0.78% of the portfolio, ranked #23.

Angeles Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Angeles Wealth Management held 44,949 shares of Broadcom worth $17M as of Q2 2026.
Angeles Wealth Management bought 2,065 Broadcom shares in Q2 2026, an estimated $828K.
Broadcom made up 0.78% of Angeles Wealth Management's portfolio in Q2 2026, its #23 holding.
Angeles Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.