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Baker Tilly Wealth Management’s Broadcom AVGO Stock Holding History

Baker Tilly 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 		$2.92M Sell
7,719
-1,108
-13% -$444K 0.62% 34
2026
Q1 		$2.73M Sell
8,827
-358
-4% -$118K 0.66% 34
2025
Q4 		$3.18M Buy
9,185
+734
+9% +$262K 0.78% 30
2025
Q3 		$2.79M Buy
8,451
+802
+10% +$246K 0.63% 35
2025
Q2 		$2.11M Sell
7,649
-649
-8% -$141K 0.75% 27
2025
Q1 		$1.39M Buy
8,298
+110
+1% +$23.3K 0.54% 32
2024
Q4 		$1.9M Buy
8,188
+201
+3% +$37.2K 0.74% 28
2024
Q3 		$1.38M Sell
7,987
-753
-9% -$121K 0.61% 29
2024
Q2 		$1.4M Sell
8,740
-3,910
-31% -$548K 0.57% 30
2024
Q1 		$1.68M Sell
12,650
-60
-0.5% -$7.43K 0.3% 75
2023
Q4 		$1.42M Sell
12,710
-2,110
-14% -$200K 0.23% 99
2023
Q3 		$1.23M Sell
14,820
-20,580
-58% -$1.78M 0.2% 104
2023
Q2 		$3.07M Sell
35,400
-3,510
-9% -$250K 0.32% 69
2023
Q1 		$2.5M Buy
38,910
+1,040
+3% +$62.6K 0.28% 76
2022
Q4 		$2.12M Buy
37,870
+3,680
+11% +$185K 0.26% 88
2022
Q3 		$1.52M Sell
34,190
-150
-0.4% -$7.66K 0.21% 101
2022
Q2 		$1.67M Buy
34,340
+2,420
+8% +$136K 0.22% 96
2022
Q1 		$2.01M Sell
31,920
-920
-3% -$54.6K 0.22% 92
2021
Q4 		$2.19M Buy
32,840
+3,190
+11% +$179K 0.23% 85
2021
Q3 		$1.44M Buy
29,650
+4,710
+19% +$229K 0.19% 105
2021
Q2 		$1.19M Buy
24,940
+1,190
+5% +$55.1K 0.19% 116
2021
Q1 		$1.1M Buy
23,750
+12,990
+121% +$601K 0.23% 106
2020
Q4 		$471K Buy
+10,760
New +$419K 0.15% 156

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

Baker Tilly Wealth Management's AVGO Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Broadcom (AVGO) stake by 13% in Q2 2026, selling an estimated $444K and leaving 7,719 shares worth $2.92M. The position accounts for 0.62% of the portfolio, ranked #34.

Baker Tilly Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.18M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Baker Tilly Wealth Management held 7,719 shares of Broadcom worth $2.92M as of Q2 2026.
  • Baker Tilly Wealth Management sold 1,108 Broadcom shares in Q2 2026, an estimated $444K.
  • Broadcom made up 0.62% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Baker Tilly Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Broadcom position peaked at $3.18M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.