Beacon Financial Advisory
AVGO icon

Beacon Financial Advisory’s Broadcom AVGO Stock Holding History

Beacon Financial Advisory’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
Q3 		$2.47M Buy
7,036
+224
+3% +$84.3K 0.47% 44
2026
Q2 		$2.57M Sell
6,812
-119
-2% -$47.7K 0.51% 36
2026
Q1 		$2.15M Buy
6,931
+254
+4% +$83.6K 0.48% 34
2025
Q4 		$2.31M Buy
6,677
+103
+2% +$36.8K 0.54% 36
2025
Q3 		$2.17M Buy
6,574
+2,350
+56% +$721K 0.5% 37
2025
Q2 		$1.16M Buy
4,224
+82
+2% +$17.8K 0.3% 86
2025
Q1 		$693K Buy
4,142
+584
+16% +$124K 0.21% 127
2024
Q4 		$825K Buy
3,558
+435
+14% +$80.5K 0.27% 100
2024
Q3 		$539K Buy
3,123
+73
+2% +$11.7K 0.18% 150
2024
Q2 		$489K Buy
3,050
+10
+0.3% +$1.4K 0.18% 147
2024
Q1 		$403K Sell
3,040
-780
-20% -$96.6K 0.2% 144
2023
Q4 		$426K Buy
3,820
+40
+1% +$3.79K 0.21% 139
2023
Q3 		$314K Buy
3,780
+80
+2% +$6.94K 0.17% 161
2023
Q2 		$321K Buy
3,700
+20
+0.5% +$1.43K 0.18% 157
2023
Q1 		$236K Buy
3,680
+20
+0.5% +$1.2K 0.15% 181
2022
Q4 		$204K Buy
+3,660
New +$184K 0.15% 178
2022
Q2 		– Sell
-3,430
Closed -$216K – 220
2022
Q1 		$216K Buy
3,430
+40
+1% +$2.38K 0.1% 217
2021
Q4 		$226K Buy
+3,390
New +$191K 0.1% 220

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Beacon Financial Advisory's AVGO Position: Q3 2026 in Review

Beacon Financial Advisory increased its Broadcom (AVGO) stake by 3.3% in Q3 2026, buying an estimated $84.3K and bringing the position to 7,036 shares worth $2.47M. The position accounts for 0.47% of the portfolio, ranked #44.

Beacon Financial Advisory first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.57M in Q2 2026. 2,987 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Beacon Financial Advisory held 7,036 shares of Broadcom worth $2.47M as of Q3 2026.
  • Beacon Financial Advisory bought 224 Broadcom shares in Q3 2026, an estimated $84.3K.
  • Broadcom made up 0.47% of Beacon Financial Advisory's portfolio in Q3 2026, its #44 holding.
  • Beacon Financial Advisory first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Beacon Financial Advisory's Broadcom position peaked at $2.57M in Q2 2026.
  • 2,987 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.