BCWM
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Bartlett & Co Wealth Management’s Broadcom AVGO Stock Holding History

Bartlett & Co 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 		$75.3M Buy
199,217
+89,169
+81% +$35.8M 0.94% 30
2026
Q1 		$45.8M Buy
110,048
+62,050
+129% +$20.4M 0.59% 47
2025
Q4 		$16.6M Sell
47,998
-1,166
-2% -$417K 0.22% 79
2025
Q3 		$16.2M Buy
49,164
+2,687
+6% +$824K 0.21% 82
2025
Q2 		$12.8M Sell
46,477
-712
-2% -$155K 0.18% 92
2025
Q1 		$7.9M Sell
47,189
-130
-0.3% -$27.5K 0.12% 112
2024
Q4 		$11M Sell
47,319
-38
-0.1% -$7.03K 0.16% 99
2024
Q3 		$8.17M Sell
47,357
-3,723
-7% -$597K 0.12% 111
2024
Q2 		$8.2M Sell
51,080
-3,670
-7% -$514K 0.12% 107
2024
Q1 		$7.26M Sell
54,750
-4,750
-8% -$589K 0.11% 113
2023
Q4 		$6.71M Sell
59,500
-1,780
-3% -$169K 0.11% 122
2023
Q3 		$5.09M Sell
61,280
-1,380
-2% -$120K 0.09% 133
2023
Q2 		$5.44M Buy
62,660
+60,810
+3,287% +$4.34M 0.09% 127
2023
Q1 		$119K Sell
1,850
-210
-10% -$12.6K ﹤0.01% 444
2022
Q4 		$115K Sell
2,060
-190
-8% -$9.53K ﹤0.01% 451
2022
Q3 		$99.8K Sell
2,250
-280
-11% -$14.3K ﹤0.01% 457
2022
Q2 		$123K Buy
2,530
+630
+33% +$35.4K ﹤0.01% 432
2022
Q1 		$119K Buy
+1,900
New +$113K ﹤0.01% 454
2021
Q4 		– Sell
-3,690
Closed -$179K – 437
2021
Q3 		$179K Buy
3,690
+2,690
+269% +$131K ﹤0.01% 345
2021
Q2 		$47.7K Hold
1,000
– – ﹤0.01% 518
2021
Q1 		$46.4K Hold
1,000
– – ﹤0.01% 549
2020
Q4 		$43.8K Buy
1,000
+80
+9% +$3.12K ﹤0.01% 542
2020
Q3 		$33.5K Buy
920
+150
+19% +$5.02K ﹤0.01% 547
2020
Q2 		$24.3K Buy
+770
New +$21.6K ﹤0.01% 591
2019
Q3 		– Sell
-240
Closed -$6.96K – 880
2019
Q2 		$6.96K Buy
+240
New +$6.99K ﹤0.01% 607
2018
Q2 		– Sell
-90
Closed -$2.12K – 712
2018
Q1 		$2.12K Buy
+90
New +$2.27K ﹤0.01% 688

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

Bartlett & Co Wealth Management's AVGO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Broadcom (AVGO) stake by 81% in Q2 2026, buying an estimated $35.8M and bringing the position to 199,217 shares worth $75.3M. The position accounts for 0.94% of the portfolio, ranked #30.

Bartlett & Co Wealth Management first reported a position in AVGO in Q1 2018 and has held it in 26 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bartlett & Co Wealth Management held 199,217 shares of Broadcom worth $75.3M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 89,169 Broadcom shares in Q2 2026, an estimated $35.8M.
  • Broadcom made up 0.94% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Bartlett & Co Wealth Management first reported a position in Broadcom in Q1 2018 and has held it in 26 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.