BHWM
AVGO icon

Bay Harbor Wealth Management’s Broadcom AVGO Stock Holding History

Bay 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 		$411K Buy
1,089
+221
+25% +$88.6K 0.09% 52
2026
Q1 		$269K Buy
868
+93
+12% +$30.6K 0.07% 51
2025
Q4 		$268K Buy
775
+22
+3% +$7.87K 0.07% 51
2025
Q3 		$248K Buy
753
+54
+8% +$16.6K 0.07% 54
2025
Q2 		$193K Buy
699
+26
+4% +$5.65K 0.06% 56
2025
Q1 		$113K Sell
673
-314
-32% -$66.5K 0.04% 63
2024
Q4 		$229K Buy
987
+134
+16% +$24.8K 0.07% 49
2024
Q3 		$147K Sell
853
-37
-4% -$5.93K 0.05% 53
2024
Q2 		$143K Sell
890
-150
-14% -$21K 0.05% 54
2024
Q1 		$138K Buy
1,040
+20
+2% +$2.48K 0.05% 55
2023
Q4 		$114K Hold
1,020
– – 0.04% 55
2023
Q3 		$84.7K Sell
1,020
-230
-18% -$19.9K 0.04% 53
2023
Q2 		$108K Sell
1,250
-90
-7% -$6.42K 0.04% 48
2023
Q1 		$86K Buy
1,340
+170
+15% +$10.2K 0.04% 53
2022
Q4 		$65K Sell
1,170
-10
-0.8% -$501 0.03% 86
2022
Q3 		$52K Buy
+1,180
New +$60.3K 0.02% 92
2021
Q1 		– Sell
-170
Closed -$7K – 226
2020
Q4 		$7K Buy
170
+40
+31% +$1.56K ﹤0.01% 254
2020
Q3 		$5K Buy
+130
New +$4.35K ﹤0.01% 260
2020
Q2 		– Sell
-60
Closed -$1K – 345
2020
Q1 		$1K Sell
60
-260
-81% -$7.33K ﹤0.01% 281
2019
Q4 		$10K Hold
320
– – 0.01% 225
2019
Q3 		$9K Sell
320
-1,340
-81% -$38.1K 0.01% 240
2019
Q2 		$48K Sell
1,660
-340
-17% -$9.91K 0.03% 163
2019
Q1 		$60K Buy
2,000
+500
+33% +$13.6K 0.04% 144
2018
Q4 		$38K Buy
+1,500
New +$35.4K 0.03% 170

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

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

Bay Harbor Wealth Management increased its Broadcom (AVGO) stake by 25% in Q2 2026, buying an estimated $88.6K and bringing the position to 1,089 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #52.

Bay Harbor Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bay Harbor Wealth Management held 1,089 shares of Broadcom worth $411K as of Q2 2026.
  • Bay Harbor Wealth Management bought 221 Broadcom shares in Q2 2026, an estimated $88.6K.
  • Broadcom made up 0.09% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Bay Harbor Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.