BWM
AVGO icon

Birchcreek Wealth Management’s Broadcom AVGO Stock Holding History

Birchcreek 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 		$712K Sell
1,886
-70
-4% -$28.1K 0.28% 58
2026
Q1 		$605K Buy
1,956
+150
+8% +$49.4K 0.29% 59
2025
Q4 		$625K Sell
1,806
-540
-23% -$193K 0.31% 55
2025
Q3 		$774K Hold
2,346
– – 0.4% 45
2025
Q2 		$647K Buy
2,346
+59
+3% +$12.8K 0.37% 49
2025
Q1 		$383K Buy
2,287
+29
+1% +$6.14K 0.24% 78
2024
Q4 		$523K Buy
2,258
+880
+64% +$163K 0.33% 56
2024
Q3 		$238K Sell
1,378
-72
-5% -$11.5K 0.16% 103
2024
Q2 		$233K Buy
+1,450
New +$203K 0.13% 131
2021
Q1 		– Sell
-530
Closed -$23K – 121
2020
Q4 		$23K Buy
+530
New +$20.7K 0.02% 294

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

Birchcreek Wealth Management's AVGO Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its Broadcom (AVGO) stake by 3.6% in Q2 2026, selling an estimated $28.1K and leaving 1,886 shares worth $712K. The position accounts for 0.28% of the portfolio, ranked #58.

Birchcreek Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 10 quarters since. The position peaked at $774K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Birchcreek Wealth Management held 1,886 shares of Broadcom worth $712K as of Q2 2026.
  • Birchcreek Wealth Management sold 70 Broadcom shares in Q2 2026, an estimated $28.1K.
  • Broadcom made up 0.28% of Birchcreek Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Birchcreek Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 10 quarters since.
  • Birchcreek Wealth Management's Broadcom position peaked at $774K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.