AWM
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Austin Wealth Management’s Broadcom AVGO Stock Holding History

Austin 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 		$659K Sell
1,776
-27
-1% -$10.8K 0.14% 74
2026
Q1 		$567K Sell
1,803
-2,512
-58% -$827K 0.13% 71
2025
Q4 		$1.43M Buy
4,315
+527
+14% +$188K 0.21% 65
2025
Q3 		$1.29M Buy
3,788
+142
+4% +$43.6K 0.2% 65
2025
Q2 		$1.07M Buy
3,646
+777
+27% +$169K 0.19% 66
2025
Q1 		$540K Buy
2,869
+534
+23% +$113K 0.11% 75
2024
Q4 		$554K Buy
2,335
+575
+33% +$106K 0.11% 77
2024
Q3 		$303K Sell
1,760
-160
-8% -$25.7K 0.07% 98
2024
Q2 		$328K Buy
1,920
+10
+0.5% +$1.4K 0.08% 89
2024
Q1 		$266K Buy
1,910
+60
+3% +$7.43K 0.07% 94
2023
Q4 		$230K Buy
+1,850
New +$175K 0.06% 105

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

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

Austin Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $10.8K and leaving 1,776 shares worth $659K. The position accounts for 0.14% of the portfolio, ranked #74.

Austin Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Austin Wealth Management held 1,776 shares of Broadcom worth $659K as of Q2 2026.
  • Austin Wealth Management sold 27 Broadcom shares in Q2 2026, an estimated $10.8K.
  • Broadcom made up 0.14% of Austin Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Austin Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Austin Wealth Management's Broadcom position peaked at $1.43M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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