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BCS Private Wealth Management’s Broadcom AVGO Stock Holding History

BCS Private 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 		$323K Buy
856
+144
+20% +$57.7K 0.1% 149
2026
Q1 		$220K Sell
712
-354
-33% -$116K 0.07% 176
2025
Q4 		$369K Sell
1,066
-73
-6% -$26.1K 0.13% 122
2025
Q3 		$376K Buy
1,139
+125
+12% +$38.3K 0.13% 115
2025
Q2 		$280K Buy
+1,014
New +$220K 0.11% 136

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

BCS Private Wealth Management's AVGO Position: Q2 2026 in Review

BCS Private Wealth Management increased its Broadcom (AVGO) stake by 20% in Q2 2026, buying an estimated $57.7K and bringing the position to 856 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #149.

BCS Private Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BCS Private Wealth Management held 856 shares of Broadcom worth $323K as of Q2 2026.
  • BCS Private Wealth Management bought 144 Broadcom shares in Q2 2026, an estimated $57.7K.
  • Broadcom made up 0.1% of BCS Private Wealth Management's portfolio in Q2 2026, its #149 holding.
  • BCS Private Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Broadcom position peaked at $376K in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.