BPWM
AVGO icon

Badgley Phelps Wealth Managers’s Broadcom AVGO Stock Holding History

Badgley Phelps Wealth Managers’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 		$78M Buy
206,427
+2,921
+1% +$1.17M 1.37% 19
2026
Q1 		$63M Buy
203,506
+16,604
+9% +$5.46M 1.25% 21
2025
Q4 		$64.7M Buy
186,902
+10,039
+6% +$3.59M 1.18% 22
2025
Q3 		$58.3M Buy
176,863
+41,321
+30% +$12.7M 1.23% 22
2025
Q2 		$37.4M Buy
135,542
+82,916
+158% +$18M 0.83% 32
2025
Q1 		$8.81M Buy
52,626
+37,018
+237% +$7.83M 0.21% 111
2024
Q4 		$3.62M Buy
15,608
+2,897
+23% +$536K 0.08% 127
2024
Q3 		$2.19M Buy
12,711
+3,081
+32% +$494K 0.05% 144
2024
Q2 		$1.55M Buy
9,630
+900
+10% +$126K 0.04% 149
2024
Q1 		$1.16M Buy
8,730
+410
+5% +$50.8K 0.03% 159
2023
Q4 		$929K Buy
8,320
+410
+5% +$38.8K 0.03% 164
2023
Q3 		$657K Sell
7,910
-110
-1% -$9.54K 0.02% 161
2023
Q2 		$696K Sell
8,020
-40
-0.5% -$2.85K 0.02% 166
2023
Q1 		$517K Buy
8,060
+2,260
+39% +$136K 0.02% 153
2022
Q4 		$324K Sell
5,800
-700
-11% -$35.1K 0.01% 173
2022
Q3 		$289K Sell
6,500
-120
-2% -$6.13K 0.01% 165
2022
Q2 		$322K Buy
6,620
+180
+3% +$10.1K 0.01% 165
2022
Q1 		$406K Hold
6,440
– – 0.01% 166
2021
Q4 		$429K Sell
6,440
-480
-7% -$27K 0.01% 167
2021
Q3 		$336K Buy
+6,920
New +$337K 0.01% 174

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

Badgley Phelps Wealth Managers's AVGO Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $1.17M and bringing the position to 206,427 shares worth $78M. The position accounts for 1.37% of the portfolio, ranked #19.

Badgley Phelps Wealth Managers first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Badgley Phelps Wealth Managers held 206,427 shares of Broadcom worth $78M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 2,921 Broadcom shares in Q2 2026, an estimated $1.17M.
  • Broadcom made up 1.37% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #19 holding.
  • Badgley Phelps Wealth Managers first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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