BAM Wealth Management
AVGO icon

BAM Wealth Management’s Broadcom AVGO Stock Holding History

BAM 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
Q3 		$2.71M Buy
7,707
+924
+14% +$348K 1.46% 16
2026
Q2 		$2.56M Buy
6,783
+127
+2% +$50.9K 1.6% 15
2026
Q1 		$2.06M Buy
6,656
+148
+2% +$48.7K 1.54% 15
2025
Q4 		$2.25M Sell
6,508
-755
-10% -$270K 1.63% 13
2025
Q3 		$2.4M Buy
+7,263
New +$2.23M 1.86% 13

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BAM Wealth Management's AVGO Position: Q3 2026 in Review

BAM Wealth Management increased its Broadcom (AVGO) stake by 14% in Q3 2026, buying an estimated $348K and bringing the position to 7,707 shares worth $2.71M. The position accounts for 1.46% of the portfolio, ranked #16.

BAM Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 5 quarters since. 2,962 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • BAM Wealth Management held 7,707 shares of Broadcom worth $2.71M as of Q3 2026.
  • BAM Wealth Management bought 924 Broadcom shares in Q3 2026, an estimated $348K.
  • Broadcom made up 1.46% of BAM Wealth Management's portfolio in Q3 2026, its #16 holding.
  • BAM Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 5 quarters since.
  • 2,962 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.