AWM
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Axxcess Wealth Management’s Broadcom AVGO Stock Holding History

Axxcess 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 		$68.6M Buy
181,657
+4,587
+3% +$1.84M 1.09% 17
2026
Q1 		$54.8M Sell
177,070
-6,382
-3% -$2.1M 1.76% 14
2025
Q4 		$63.5M Sell
183,452
-2,357
-1% -$843K 1.1% 16
2025
Q3 		$61.3M Sell
185,809
-4,297
-2% -$1.32M 1.3% 14
2025
Q2 		$52.4M Sell
190,106
-837
-0.4% -$182K 1.23% 18
2025
Q1 		$32M Buy
190,943
+8,999
+5% +$1.9M 0.85% 26
2024
Q4 		$42.2M Sell
181,944
-2,896
-2% -$536K 1.01% 19
2024
Q3 		$31.9M Buy
184,840
+5,540
+3% +$888K 0.78% 26
2024
Q2 		$28.8M Sell
179,300
-14,350
-7% -$2.01M 0.76% 27
2024
Q1 		$25.7M Buy
193,650
+6,130
+3% +$760K 0.7% 29
2023
Q4 		$20.9M Sell
187,520
-1,030
-0.5% -$97.5K 0.61% 31
2023
Q3 		$15.7M Buy
188,550
+34,420
+22% +$2.98M 0.53% 39
2023
Q2 		$13.4M Sell
154,130
-15,350
-9% -$1.09M 0.97% 18
2023
Q1 		$10.9M Buy
169,480
+2,470
+1% +$149K 0.82% 20
2022
Q4 		$9.34M Buy
167,010
+33,780
+25% +$1.69M 0.77% 23
2022
Q3 		$5.92M Buy
133,230
+3,090
+2% +$158K 0.56% 34
2022
Q2 		$6.32M Sell
130,140
-3,520
-3% -$198K 0.58% 32
2022
Q1 		$8.42M Buy
133,660
+10,960
+9% +$651K 0.66% 25
2021
Q4 		$8.16M Buy
+122,700
New +$6.9M 0.6% 30

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

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

Axxcess Wealth Management increased its Broadcom (AVGO) stake by 2.6% in Q2 2026, buying an estimated $1.84M and bringing the position to 181,657 shares worth $68.6M. The position accounts for 1.09% of the portfolio, ranked #17.

Axxcess Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Axxcess Wealth Management held 181,657 shares of Broadcom worth $68.6M as of Q2 2026.
  • Axxcess Wealth Management bought 4,587 Broadcom shares in Q2 2026, an estimated $1.84M.
  • Broadcom made up 1.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Axxcess Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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