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Baltimore-Washington Financial Advisors’s Broadcom AVGO Stock Holding History

Baltimore-Washington Financial Advisors’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 		$21.4M Buy
56,535
+1,278
+2% +$512K 0.8% 41
2026
Q1 		$17.1M Buy
55,257
+3,053
+6% +$1M 0.74% 44
2025
Q4 		$18.1M Buy
52,204
+3,967
+8% +$1.42M 0.75% 46
2025
Q3 		$15.9M Buy
48,237
+1,920
+4% +$589K 0.68% 47
2025
Q2 		$12.8M Buy
46,317
+8,829
+24% +$1.92M 0.6% 52
2025
Q1 		$6.28M Buy
37,488
+35,445
+1,735% +$7.5M 0.33% 74
2024
Q4 		$474K Buy
2,043
+80
+4% +$14.8K 0.02% 105
2024
Q3 		$339K Buy
+1,963
New +$315K 0.02% 116

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

Baltimore-Washington Financial Advisors's AVGO Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $512K and bringing the position to 56,535 shares worth $21.4M. The position accounts for 0.8% of the portfolio, ranked #41.

Baltimore-Washington Financial Advisors first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 56,535 shares of Broadcom worth $21.4M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 1,278 Broadcom shares in Q2 2026, an estimated $512K.
  • Broadcom made up 0.8% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.