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Bar Harbor Wealth Management’s Broadcom AVGO Stock Holding History

Bar Harbor 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 		$9.19M Buy
24,326
+204
+0.8% +$81.8K 0.49% 56
2026
Q1 		$7.47M Buy
24,122
+5,755
+31% +$1.89M 0.44% 64
2025
Q4 		$6.36M Buy
18,367
+1,559
+9% +$558K 0.37% 69
2025
Q3 		$5.55M Buy
16,808
+4,184
+33% +$1.28M 0.33% 75
2025
Q2 		$3.48M Buy
+12,624
New +$2.74M 0.22% 99
2025
Q1 		– Sell
-2,292
Closed -$531K – 256
2024
Q4 		$531K Sell
2,292
-1,805
-44% -$334K 0.03% 173
2024
Q3 		$707K Sell
4,097
-293
-7% -$47K 0.05% 167
2024
Q2 		$705K Sell
4,390
-1,840
-30% -$258K 0.05% 165
2024
Q1 		$826K Buy
6,230
+440
+8% +$54.5K 0.06% 158
2023
Q4 		$646K Sell
5,790
-140
-2% -$13.3K 0.05% 168
2023
Q3 		$493K Sell
5,930
-320
-5% -$27.7K 0.04% 183
2023
Q2 		$542K Hold
6,250
– – 0.04% 179
2023
Q1 		$401K Sell
6,250
-800
-11% -$48.1K 0.03% 197
2022
Q4 		$394K Buy
7,050
+1,040
+17% +$52.1K 0.03% 204
2022
Q3 		$267K Sell
6,010
-490
-8% -$25K 0.02% 220
2022
Q2 		$316K Buy
6,500
+240
+4% +$13.5K 0.03% 222
2022
Q1 		$394K Sell
6,260
-290
-4% -$17.2K 0.04% 174
2021
Q4 		$436K Buy
6,550
+260
+4% +$14.6K 0.04% 168
2021
Q3 		$305K Hold
6,290
– – 0.03% 189
2021
Q2 		$300K Hold
6,290
– – 0.03% 199
2021
Q1 		$292K Sell
6,290
-3,340
-35% -$154K 0.03% 203
2020
Q4 		$421K Buy
9,630
+530
+6% +$20.7K 0.04% 170
2020
Q3 		$331K Sell
9,100
-250
-3% -$8.37K 0.04% 181
2020
Q2 		$296K Sell
9,350
-480
-5% -$13.4K 0.03% 191
2020
Q1 		$233K Buy
9,830
+1,370
+16% +$38.6K 0.03% 216
2019
Q4 		$267K Sell
8,460
-250
-3% -$7.59K 0.03% 256
2019
Q3 		$240K Hold
8,710
– – 0.03% 279
2019
Q2 		$251K Buy
+8,710
New +$254K 0.03% 276

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

Bar Harbor Wealth Management's AVGO Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Broadcom (AVGO) stake by 0.85% in Q2 2026, buying an estimated $81.8K and bringing the position to 24,326 shares worth $9.19M. The position accounts for 0.49% of the portfolio, ranked #56.

Bar Harbor Wealth Management first reported a position in AVGO in Q2 2019 and has held it in 28 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bar Harbor Wealth Management held 24,326 shares of Broadcom worth $9.19M as of Q2 2026.
  • Bar Harbor Wealth Management bought 204 Broadcom shares in Q2 2026, an estimated $81.8K.
  • Broadcom made up 0.49% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Bar Harbor Wealth Management first reported a position in Broadcom in Q2 2019 and has held it in 28 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.