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AVGO icon

Avion Wealth’s Broadcom AVGO Stock Holding History

Avion Wealth’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 		$742K Buy
1,965
+201
+11% +$80.6K 0.14% 44
2026
Q1 		$546K Sell
1,764
-208
-11% -$68.4K 0.11% 50
2025
Q4 		$682K Sell
1,972
-196
-9% -$70.1K 0.14% 46
2025
Q3 		$715K Buy
2,168
+203
+10% +$62.3K 0.15% 42
2025
Q2 		$541K Buy
1,965
+481
+32% +$104K 0.12% 50
2025
Q1 		$344K Hold
1,484
– – 0.09% 61
2024
Q4 		$344K Buy
1,484
+128
+9% +$23.7K 0.09% 61
2024
Q3 		$233K Buy
1,356
+896
+195% +$144K 0.06% 76
2024
Q2 		$73K Buy
460
+80
+21% +$11.2K 0.02% 135
2024
Q1 		$51K Buy
380
+40
+12% +$4.96K 0.01% 159
2023
Q4 		$38K Buy
340
+50
+17% +$4.73K 0.01% 170
2023
Q3 		$23K Buy
290
+70
+32% +$6.07K 0.01% 202
2023
Q2 		$18K Buy
220
+160
+267% +$11.4K ﹤0.01% 237
2023
Q1 		$3K Hold
60
– – ﹤0.01% 342
2022
Q4 		$2K Hold
60
– – ﹤0.01% 372
2022
Q3 		$3K Sell
60
-50
-45% -$2.55K ﹤0.01% 361
2022
Q2 		$5K Buy
110
+50
+83% +$2.81K ﹤0.01% 317
2022
Q1 		$4K Hold
60
– – ﹤0.01% 300
2021
Q4 		$4K Hold
60
– – ﹤0.01% 295
2021
Q3 		$3K Buy
+60
New +$2.92K ﹤0.01% 300
2021
Q1 		– Sell
-2,030
Closed -$89K – 349
2020
Q4 		$89K Buy
+2,030
New +$79.1K 0.03% 81

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

Avion Wealth's AVGO Position: Q2 2026 in Review

Avion Wealth increased its Broadcom (AVGO) stake by 11% in Q2 2026, buying an estimated $80.6K and bringing the position to 1,965 shares worth $742K. The position accounts for 0.14% of the portfolio, ranked #44.

Avion Wealth first reported a position in AVGO in Q4 2020 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Avion Wealth held 1,965 shares of Broadcom worth $742K as of Q2 2026.
  • Avion Wealth bought 201 Broadcom shares in Q2 2026, an estimated $80.6K.
  • Broadcom made up 0.14% of Avion Wealth's portfolio in Q2 2026, its #44 holding.
  • Avion Wealth first reported a position in Broadcom in Q4 2020 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.