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Barnes Wealth Management Group’s Broadcom AVGO Stock Holding History

Barnes Wealth Management Group’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 		$349K Sell
924
-127
-12% -$50.9K 0.16% 128
2026
Q1 		$325K Sell
1,051
-181
-15% -$59.6K 0.17% 130
2025
Q4 		$426K Buy
1,232
+27
+2% +$9.65K 0.23% 98
2025
Q3 		$398K Sell
1,205
-59
-5% -$18.1K 0.22% 100
2025
Q2 		$348K Sell
1,264
-15
-1% -$3.26K 0.21% 105
2025
Q1 		$214K Sell
1,279
-292
-19% -$61.8K 0.14% 140
2024
Q4 		$364K Buy
+1,571
New +$291K 0.24% 92

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

Barnes Wealth Management Group's AVGO Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $50.9K and leaving 924 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #128.

Barnes Wealth Management Group first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Barnes Wealth Management Group held 924 shares of Broadcom worth $349K as of Q2 2026.
  • Barnes Wealth Management Group sold 127 Broadcom shares in Q2 2026, an estimated $50.9K.
  • Broadcom made up 0.16% of Barnes Wealth Management Group's portfolio in Q2 2026, its #128 holding.
  • Barnes Wealth Management Group first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Broadcom position peaked at $426K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.