AEPWM
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Atlantic Edge Private Wealth Management’s Broadcom AVGO Stock Holding History

Atlantic Edge Private 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 		$679K Buy
1,798
+165
+10% +$66.2K 0.14% 93
2026
Q1 		$505K Buy
1,633
+765
+88% +$252K 0.12% 94
2025
Q4 		$300K Hold
868
– – 0.07% 114
2025
Q3 		$286K Buy
868
+40
+5% +$12.3K 0.07% 116
2025
Q2 		$228K Hold
828
– – 0.06% 121
2025
Q1 		$139K Hold
828
– – 0.04% 141
2024
Q4 		$192K Buy
828
+138
+20% +$25.5K 0.06% 128
2024
Q3 		$119K Buy
690
+50
+8% +$8.02K 0.04% 154
2024
Q2 		$103K Buy
640
+200
+45% +$28K 0.03% 157
2024
Q1 		$58.3K Buy
440
+260
+144% +$32.2K 0.02% 180
2023
Q4 		$20.1K Buy
+180
New +$17K 0.01% 240

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

Atlantic Edge Private Wealth Management's AVGO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $66.2K and bringing the position to 1,798 shares worth $679K. The position accounts for 0.14% of the portfolio, ranked #93.

Atlantic Edge Private Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,798 shares of Broadcom worth $679K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 165 Broadcom shares in Q2 2026, an estimated $66.2K.
  • Broadcom made up 0.14% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.