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Bennett Associates Wealth Management’s Broadcom AVGO Stock Holding History

Bennett Associates 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 		$619K Buy
1,639
+491
+43% +$197K 0.38% 29
2026
Q1 		$355K Buy
1,148
+212
+23% +$69.8K 0.24% 41
2025
Q4 		$324K Buy
+936
New +$335K 0.22% 44
2025
Q3 		– Sell
-2,375
Closed -$655K – 48
2025
Q2 		$655K Buy
2,375
+542
+30% +$118K 0.5% 23
2025
Q1 		$307K Sell
1,833
-639
-26% -$135K 0.25% 38
2024
Q4 		$573K Buy
+2,472
New +$457K 0.48% 23

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

Bennett Associates Wealth Management's AVGO Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its Broadcom (AVGO) stake by 43% in Q2 2026, buying an estimated $197K and bringing the position to 1,639 shares worth $619K. The position accounts for 0.38% of the portfolio, ranked #29.

Bennett Associates Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $655K in Q2 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bennett Associates Wealth Management held 1,639 shares of Broadcom worth $619K as of Q2 2026.
  • Bennett Associates Wealth Management bought 491 Broadcom shares in Q2 2026, an estimated $197K.
  • Broadcom made up 0.38% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Bennett Associates Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Bennett Associates Wealth Management's Broadcom position peaked at $655K in Q2 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.