Blue Bell Private Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$448K Buy
1,185
+50
+4% +$20K 0.06% 200
2026
Q1
$351K Buy
1,135
+339
+43% +$112K 0.05% 209
2025
Q4
$275K Buy
796
+1
+0.1% +$358 0.04% 226
2025
Q3
$262K Buy
795
+90
+13% +$27.6K 0.04% 223
2025
Q2
$194K Buy
705
+90
+15% +$19.5K 0.03% 238
2025
Q1
$103K Buy
615
+99
+19% +$21K 0.02% 290
2024
Q4
$120K Sell
516
-884
-63% -$164K 0.02% 258
2024
Q3
$242K Buy
1,400
+230
+20% +$36.9K 0.05% 194
2024
Q2
$188K Buy
1,170
+100
+9% +$14K 0.04% 198
2024
Q1
$142K Sell
1,070
-100
-9% -$12.4K 0.03% 220
2023
Q4
$131K Buy
1,170
+150
+15% +$14.2K 0.03% 207
2023
Q3
$84.7K Buy
1,020
+270
+36% +$23.4K 0.02% 214
2023
Q2
$65.1K Buy
750
+170
+29% +$12.1K 0.02% 235
2023
Q1
$37.2K Hold
580
0.01% 254
2022
Q4
$32.4K Sell
580
-50
-8% -$2.51K 0.01% 256
2022
Q3
$28K Buy
630
+50
+9% +$2.55K 0.01% 262
2022
Q2
$28K Buy
580
+40
+7% +$2.25K 0.01% 269
2022
Q1
$34K Buy
540
+170
+46% +$10.1K 0.01% 259
2021
Q4
$25K Buy
+370
New +$20.8K 0.01% 272

Other funds holding AVGO

Blue Bell Private Wealth Management's AVGO Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Broadcom (AVGO) stake by 4.4% in Q2 2026, buying an estimated $20K and bringing the position to 1,185 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #200.

Blue Bell Private Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,185 shares of Broadcom worth $448K as of Q2 2026.
  • Blue Bell Private Wealth Management bought 50 Broadcom shares in Q2 2026, an estimated $20K.
  • Broadcom made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Blue Bell Private Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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