Baldwin Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $993K | Sell |
2,630
-20
| -0.8% | -$8.02K | 0.07% | 111 |
|
|
2026
Q1 | $820K | Sell |
2,650
-5,951
| -69% | -$1.96M | 0.06% | 114 |
|
|
2025
Q4 | $2.98M | Sell |
8,601
-56
| -0.6% | -$20K | 0.19% | 70 |
|
|
2025
Q3 | $2.86M | Sell |
8,657
-89
| -1% | -$27.3K | 0.19% | 73 |
|
|
2025
Q2 | $2.41M | Sell |
8,746
-803
| -8% | -$174K | 0.16% | 78 |
|
|
2025
Q1 | $1.6M | Buy |
9,549
+485
| +5% | +$103K | 0.11% | 88 |
|
|
2024
Q4 | $2.1M | Buy |
9,064
+96
| +1% | +$17.8K | 0.15% | 83 |
|
|
2024
Q3 | $1.55M | Buy |
8,968
+2,438
| +37% | +$391K | 0.11% | 99 |
|
|
2024
Q2 | $1.05M | Sell |
6,530
-150
| -2% | -$21K | 0.08% | 101 |
|
|
2024
Q1 | $885K | Sell |
6,680
-100
| -1% | -$12.4K | 0.07% | 111 |
|
|
2023
Q4 | $757K | Sell |
6,780
-40
| -0.6% | -$3.79K | 0.06% | 115 |
|
|
2023
Q3 | $566K | Sell |
6,820
-560
| -8% | -$48.5K | 0.05% | 135 |
|
|
2023
Q2 | $640K | Sell |
7,380
-160
| -2% | -$11.4K | 0.05% | 136 |
|
|
2023
Q1 | $484K | Buy |
7,540
+100
| +1% | +$6.02K | 0.04% | 160 |
|
|
2022
Q4 | $416K | Buy |
7,440
+60
| +0.8% | +$3.01K | 0.04% | 174 |
|
|
2022
Q3 | $328K | Sell |
7,380
-140
| -2% | -$7.15K | 0.05% | 132 |
|
|
2022
Q2 | $365K | Hold |
7,520
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $474K | Hold |
7,520
| – | – | 0.05% | 126 |
|
|
2021
Q4 | $500K | Hold |
7,520
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $365K | Hold |
7,520
| – | – | 0.04% | 146 |
|
|
2021
Q2 | $359K | Buy |
7,520
+140
| +2% | +$6.49K | 0.04% | 148 |
|
|
2021
Q1 | $342K | Hold |
7,380
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $323K | Hold |
7,380
| – | – | 0.04% | 136 |
|
|
2020
Q3 | $269K | Hold |
7,380
| – | – | 0.04% | 140 |
|
|
2020
Q2 | $233K | Sell |
7,380
-250
| -3% | -$7K | 0.03% | 143 |
|
|
2020
Q1 | $181K | Hold |
7,630
| – | – | 0.03% | 151 |
|
|
2019
Q4 | $241K | Hold |
7,630
| – | – | 0.03% | 164 |
|
|
2019
Q3 | $211K | Hold |
7,630
| – | – | 0.03% | 166 |
|
|
2019
Q2 | $220K | Sell |
7,630
-700
| -8% | -$20.4K | 0.03% | 195 |
|
|
2019
Q1 | $250K | Hold |
8,330
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $212K | Sell |
8,330
-400
| -5% | -$9.44K | 0.04% | 181 |
|
|
2018
Q3 | $215K | Buy |
8,730
+640
| +8% | +$14.4K | 0.03% | 199 |
|
|
2018
Q2 | $196K | Sell |
8,090
-770
| -9% | -$18.9K | 0.03% | 198 |
|
|
2018
Q1 | $209K | Sell |
8,860
-600
| -6% | -$15.1K | 0.03% | 191 |
|
|
2017
Q4 | $243K | Hold |
9,460
| – | – | 0.04% | 183 |
|
|
2017
Q3 | $229K | Buy |
9,460
+170
| +2% | +$4.2K | 0.04% | 181 |
|
|
2017
Q2 | $217K | Hold |
9,290
| – | – | 0.03% | 181 |
|
|
2017
Q1 | $203K | Sell |
9,290
-1,250
| -12% | -$25.7K | 0.03% | 188 |
|
|
2016
Q4 | $186K | Sell |
10,540
-910
| -8% | -$15.8K | 0.03% | 185 |
|
|
2016
Q3 | $198K | Buy |
+11,450
| New | +$191K | 0.04% | 178 |
|
Other funds holding AVGO
ATO
Baldwin Wealth Partners's AVGO Position: Q2 2026 in Review
Baldwin Wealth Partners reduced its Broadcom (AVGO) stake by 0.75% in Q2 2026, selling an estimated $8.02K and leaving 2,630 shares worth $993K. The position accounts for 0.07% of the portfolio, ranked #111.
Baldwin Wealth Partners first reported a position in AVGO in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.98M in Q4 2025. 2,237 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Baldwin Wealth Partners held 2,630 shares of Broadcom worth $993K as of Q2 2026.
- Baldwin Wealth Partners sold 20 Broadcom shares in Q2 2026, an estimated $8.02K.
- Broadcom made up 0.07% of Baldwin Wealth Partners's portfolio in Q2 2026, its #111 holding.
- Baldwin Wealth Partners first reported a position in Broadcom in Q3 2016 and has held it in 40 quarters since.
- Baldwin Wealth Partners's Broadcom position peaked at $2.98M in Q4 2025.
- 2,237 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.