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Beaumont Financial Advisors’s Broadcom AVGO Stock Holding History

Beaumont Financial Advisors’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 		$4.41M Buy
11,663
+218
+2% +$87.4K 0.28% 62
2026
Q1 		$3.54M Sell
11,445
-2,217
-16% -$730K 0.24% 71
2025
Q4 		$4.73M Sell
13,662
-18,059
-57% -$6.46M 0.31% 58
2025
Q3 		$10.5M Buy
31,721
+3
+0% +$920 0.7% 37
2025
Q2 		$8.74M Buy
31,718
+3,722
+13% +$808K 0.63% 38
2025
Q1 		$4.69M Sell
27,996
-4,110
-13% -$870K 0.37% 55
2024
Q4 		$7.44M Sell
32,106
-4,478
-12% -$828K 0.56% 41
2024
Q3 		$6.31M Buy
36,584
+84
+0.2% +$13.5K 0.49% 45
2024
Q2 		$5.86M Sell
36,500
-130
-0.4% -$18.2K 0.47% 48
2024
Q1 		$4.85M Buy
36,630
+1,180
+3% +$146K 0.4% 48
2023
Q4 		$3.96M Buy
35,450
+5,450
+18% +$516K 0.36% 51
2023
Q3 		$2.49M Sell
30,000
-210
-0.7% -$18.2K 0.25% 63
2023
Q2 		$2.62M Buy
30,210
+960
+3% +$68.5K 0.24% 68
2023
Q1 		$1.88M Buy
29,250
+50
+0.2% +$3.01K 0.19% 79
2022
Q4 		$1.63M Sell
29,200
-80
-0.3% -$4.01K 0.16% 92
2022
Q3 		$1.3M Buy
29,280
+40
+0.1% +$2.04K 0.12% 103
2022
Q2 		$1.42M Sell
29,240
-190
-0.6% -$10.7K 0.13% 105
2022
Q1 		$1.85M Buy
29,430
+13,960
+90% +$829K 0.14% 115
2021
Q4 		$1.03M Sell
15,470
-3,070
-17% -$173K 0.07% 142
2021
Q3 		$899K Buy
18,540
+470
+3% +$22.9K 0.07% 149
2021
Q2 		$862K Buy
18,070
+270
+2% +$12.5K 0.07% 158
2021
Q1 		$825K Buy
17,800
+40
+0.2% +$1.85K 0.07% 159
2020
Q4 		$778K Sell
17,760
-1,570
-8% -$61.2K 0.07% 159
2020
Q3 		$704K Buy
19,330
+1,550
+9% +$51.9K 0.07% 167
2020
Q2 		$561K Sell
17,780
-280
-2% -$7.84K 0.06% 170
2020
Q1 		$428K Sell
18,060
-30
-0.2% -$845 0.05% 158
2019
Q4 		$572K Buy
18,090
+220
+1% +$6.68K 0.06% 169
2019
Q3 		$493K Buy
17,870
+2,210
+14% +$62.8K 0.05% 171
2019
Q2 		$451K Buy
15,660
+1,050
+7% +$30.6K 0.05% 159
2019
Q1 		$439K Hold
14,610
– – 0.05% 160
2018
Q4 		$372K Hold
14,610
– – 0.06% 144
2018
Q3 		$361K Buy
14,610
+3,200
+28% +$71.8K 0.04% 169
2018
Q2 		$277K Hold
11,410
– – 0.03% 171
2018
Q1 		$269K Buy
11,410
+170
+2% +$4.28K 0.03% 176
2017
Q4 		$289K Buy
11,240
+200
+2% +$5.2K 0.03% 155
2017
Q3 		$268K Hold
11,040
– – 0.03% 157
2017
Q2 		$257K Buy
11,040
+1,000
+10% +$23.2K 0.03% 158
2017
Q1 		$220K Buy
+10,040
New +$207K 0.03% 172

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

Beaumont Financial Advisors's AVGO Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $87.4K and bringing the position to 11,663 shares worth $4.41M. The position accounts for 0.28% of the portfolio, ranked #62.

Beaumont Financial Advisors first reported a position in AVGO in Q1 2017 and has held it in 38 quarters since. The position peaked at $10.5M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Beaumont Financial Advisors held 11,663 shares of Broadcom worth $4.41M as of Q2 2026.
  • Beaumont Financial Advisors bought 218 Broadcom shares in Q2 2026, an estimated $87.4K.
  • Broadcom made up 0.28% of Beaumont Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Beaumont Financial Advisors first reported a position in Broadcom in Q1 2017 and has held it in 38 quarters since.
  • Beaumont Financial Advisors's Broadcom position peaked at $10.5M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.