BHFP
AVGO icon

Blom & Howell Financial Planning’s Broadcom AVGO Stock Holding History

Blom & Howell Financial Planning’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 		$819K Sell
2,169
-7
-0.3% -$2.81K 0.68% 25
2026
Q1 		$674K Sell
2,176
-75
-3% -$24.7K 0.66% 26
2025
Q4 		$779K Buy
+2,251
New +$805K 0.77% 26

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

Blom & Howell Financial Planning's AVGO Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Broadcom (AVGO) stake by 0.32% in Q2 2026, selling an estimated $2.81K and leaving 2,169 shares worth $819K. The position accounts for 0.68% of the portfolio, ranked #25.

Blom & Howell Financial Planning first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blom & Howell Financial Planning held 2,169 shares of Broadcom worth $819K as of Q2 2026.
  • Blom & Howell Financial Planning sold 7 Broadcom shares in Q2 2026, an estimated $2.81K.
  • Broadcom made up 0.68% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #25 holding.
  • Blom & Howell Financial Planning first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.