Benchmark Financial Wealth Advisors’s Broadcom AVGO Stock Holding History

Benchmark Financial Wealth 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	$2.36M	Sell	6,252 -190	-3%	-$76.2K	0.58%	33
2026 Q1	$1.99M	Buy	6,442 +396	+7%	+$130K	0.55%	35
2025 Q4	$2.09M	Sell	6,046 -350	-5%	-$125K	0.6%	31
2025 Q3	$2.11M	Buy	6,396 +37	+0.6%	+$11.4K	0.64%	31
2025 Q2	$1.75M	Sell	6,359 -429	-6%	-$93.2K	0.58%	30
2025 Q1	$1.14M	Buy	6,788 +397	+6%	+$84K	0.43%	34
2024 Q4	$1.48M	Buy	6,391 +37	+0.6%	+$6.84K	0.47%	29
2024 Q3	$1.1M	Buy	6,354 +2,264	+55%	+$363K	0.37%	34
2024 Q2	$657K	Buy	4,090 +50	+1%	+$7.01K	0.24%	45
2024 Q1	$536K	Buy	4,040 +40	+1%	+$4.96K	0.2%	48
2023 Q4	$447K	Buy	4,000 +600	+18%	+$56.8K	0.19%	48
2023 Q3	$282K	Buy	3,400 +120	+4%	+$10.4K	0.13%	56
2023 Q2	$284K	Buy	+3,280	New	+$234K	0.13%	58

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benchmark Financial Wealth Advisors's AVGO Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Broadcom (AVGO) stake by 2.9% in Q2 2026, selling an estimated $76.2K and leaving 6,252 shares worth $2.36M. The position accounts for 0.58% of the portfolio, ranked #33.

Benchmark Financial Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 2,338 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Benchmark Financial Wealth Advisors held 6,252 shares of Broadcom worth $2.36M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 190 Broadcom shares in Q2 2026, an estimated $76.2K.
Broadcom made up 0.58% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Benchmark Financial Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
2,338 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.