BCS Wealth Management’s Broadcom AVGO Stock Holding History

BCS 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	$976K	Buy	2,585 +889	+52%	+$356K	0.18%	109
2026 Q1	$525K	Sell	1,696 -1,650	-49%	-$543K	0.11%	153
2025 Q4	$1.16M	Buy	3,346 +1,093	+49%	+$391K	0.12%	147
2025 Q3	$743K	Sell	2,253 -612	-21%	-$188K	0.17%	111
2025 Q2	$790K	Buy	2,865 +1,255	+78%	+$273K	0.17%	118
2025 Q1	$270K	Sell	1,610 -701	-30%	-$148K	0.07%	209
2024 Q4	$536K	Hold	2,311	–	–	0.13%	138
2024 Q3	$399K	Buy	2,311 +681	+42%	+$109K	0.17%	112
2024 Q2	$262K	Buy	+1,630	New	+$228K	0.13%	130

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BCS Wealth Management increased its Broadcom (AVGO) stake by 52% in Q2 2026, buying an estimated $356K and bringing the position to 2,585 shares worth $976K. The position accounts for 0.18% of the portfolio, ranked #109.

BCS Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

BCS Wealth Management held 2,585 shares of Broadcom worth $976K as of Q2 2026.
BCS Wealth Management bought 889 Broadcom shares in Q2 2026, an estimated $356K.
Broadcom made up 0.18% of BCS Wealth Management's portfolio in Q2 2026, its #109 holding.
BCS Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
BCS Wealth Management's Broadcom position peaked at $1.16M in Q4 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.