BFC
AVGO icon

Bedel Financial Consulting’s Broadcom AVGO Stock Holding History

Bedel Financial Consulting’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 		$1.25M Buy
3,310
+22
+0.7% +$8.82K 0.12% 97
2026
Q1 		$1.02M Buy
3,288
+5
+0.2% +$1.65K 0.11% 99
2025
Q4 		$1.14M Sell
3,283
-142
-4% -$50.8K 0.12% 92
2025
Q3 		$1.13M Buy
3,425
+118
+4% +$36.2K 0.14% 90
2025
Q2 		$912K Sell
3,307
-131
-4% -$28.4K 0.12% 99
2025
Q1 		$688K Buy
3,438
+184
+6% +$38.9K 0.1% 112
2024
Q4 		$755K Buy
3,254
+101
+3% +$18.7K 0.1% 109
2024
Q3 		$544K Sell
3,153
-177
-5% -$28.4K 0.08% 135
2024
Q2 		$534K Buy
3,330
+190
+6% +$26.6K 0.08% 130
2024
Q1 		$416K Sell
3,140
-90
-3% -$11.2K 0.07% 157
2023
Q4 		$361K Buy
3,230
+480
+17% +$45.5K 0.07% 162
2023
Q3 		$228K Buy
2,750
+60
+2% +$5.2K 0.05% 207
2023
Q2 		$233K Buy
+2,690
New +$192K 0.05% 212
2022
Q2 		– Sell
-690
Closed -$43K – 247
2022
Q1 		$43K Sell
690
-240
-26% -$14.3K 0.01% 411
2021
Q4 		$62K Buy
930
+240
+35% +$13.5K 0.02% 358
2021
Q3 		$33K Hold
690
– – 0.01% 454
2021
Q2 		$33K Hold
690
– – 0.01% 453
2021
Q1 		$32K Buy
690
+590
+590% +$27.3K 0.01% 438
2020
Q4 		$4K Hold
100
– – ﹤0.01% 670
2020
Q3 		$4K Buy
100
+20
+25% +$670 ﹤0.01% 631
2020
Q2 		$3K Sell
80
-60
-43% -$1.68K ﹤0.01% 637
2020
Q1 		$3K Buy
140
+60
+75% +$1.69K ﹤0.01% 625
2019
Q4 		$3K Hold
80
– – ﹤0.01% 625
2019
Q3 		$2K Buy
+80
New +$2.27K ﹤0.01% 641

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

Bedel Financial Consulting's AVGO Position: Q2 2026 in Review

Bedel Financial Consulting increased its Broadcom (AVGO) stake by 0.67% in Q2 2026, buying an estimated $8.82K and bringing the position to 3,310 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #97.

Bedel Financial Consulting first reported a position in AVGO in Q3 2019 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bedel Financial Consulting held 3,310 shares of Broadcom worth $1.25M as of Q2 2026.
  • Bedel Financial Consulting bought 22 Broadcom shares in Q2 2026, an estimated $8.82K.
  • Broadcom made up 0.12% of Bedel Financial Consulting's portfolio in Q2 2026, its #97 holding.
  • Bedel Financial Consulting first reported a position in Broadcom in Q3 2019 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.