BWM
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BlackDiamond Wealth Management’s Broadcom AVGO Stock Holding History

BlackDiamond 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 		$3.82M Buy
9,045
+1,901
+27% +$762K 1.54% 12
2026
Q1 		$2.21M Sell
7,144
-210
-3% -$69.1K 1.06% 25
2025
Q4 		$2.53M Buy
7,354
+839
+13% +$300K 1.23% 23
2025
Q3 		$2.15M Sell
6,515
-6
-0.1% -$1.84K 1.17% 26
2025
Q2 		$1.73M Buy
6,521
+64
+1% +$13.9K 1% 32
2025
Q1 		$1.34M Buy
6,457
+1,178
+22% +$249K 0.91% 35
2024
Q4 		$1.22M Sell
5,279
-235
-4% -$43.5K 0.71% 42
2024
Q3 		$972K Sell
5,514
-38,046
-87% -$6.1M 0.59% 45
2024
Q2 		$635K Buy
43,560
+40,420
+1,287% +$5.66M 0.42% 58
2024
Q1 		$416K Buy
3,140
+190
+6% +$23.5K 0.3% 82
2023
Q4 		$367K Buy
2,950
+50
+2% +$4.73K 0.27% 83
2023
Q3 		$244K Buy
2,900
+110
+4% +$9.54K 0.22% 100
2023
Q2 		$256K Sell
2,790
-560
-17% -$39.9K 0.22% 106
2023
Q1 		$208K Buy
+3,350
New +$202K 0.21% 106

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

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

BlackDiamond Wealth Management increased its Broadcom (AVGO) stake by 27% in Q2 2026, buying an estimated $762K and bringing the position to 9,045 shares worth $3.82M. The position accounts for 1.54% of the portfolio, ranked #12.

BlackDiamond Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 14 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BlackDiamond Wealth Management held 9,045 shares of Broadcom worth $3.82M as of Q2 2026.
  • BlackDiamond Wealth Management bought 1,901 Broadcom shares in Q2 2026, an estimated $762K.
  • Broadcom made up 1.54% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #12 holding.
  • BlackDiamond Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 14 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.