BlackDiamond Wealth Management
AVGO icon

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
Q3 		$2.85M Sell
8,912
-133
-1% -$50.1K 1.1% 23
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 Buy
5,514
+1,158
+27% +$186K 0.59% 45
2024
Q2 		$635K Buy
4,356
+1,216
+39% +$170K 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% +$9.5K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

BlackDiamond Wealth Management's AVGO Position: Q3 2026 in Review

BlackDiamond Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q3 2026, selling an estimated $50.1K and leaving 8,912 shares worth $2.85M. The position accounts for 1.1% of the portfolio, ranked #23.

BlackDiamond Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.82M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • BlackDiamond Wealth Management held 8,912 shares of Broadcom worth $2.85M as of Q3 2026.
  • BlackDiamond Wealth Management sold 133 Broadcom shares in Q3 2026, an estimated $50.1K.
  • Broadcom made up 1.1% of BlackDiamond Wealth Management's portfolio in Q3 2026, its #23 holding.
  • BlackDiamond Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 15 quarters since.
  • BlackDiamond Wealth Management's Broadcom position peaked at $3.82M in Q2 2026.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.