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Bogart Wealth LLC’s Broadcom AVGO Stock Holding History

Bogart Wealth LLC’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 		$27.1M Buy
71,715
+1,033
+1% +$414K 0.93% 22
2026
Q1 		$21.9M Buy
70,682
+36,465
+107% +$12M 0.84% 22
2025
Q4 		$11.8M Buy
34,217
+5,275
+18% +$1.89M 0.48% 45
2025
Q3 		$9.55M Sell
28,942
-8,134
-22% -$2.5M 0.39% 63
2025
Q2 		$10.2M Sell
37,076
-39,490
-52% -$8.58M 0.44% 54
2025
Q1 		$12.8M Buy
76,566
+32,986
+76% +$6.98M 0.6% 31
2024
Q4 		$10.1M Sell
43,580
-48,142
-52% -$8.9M 0.48% 45
2024
Q3 		$15.8M Buy
91,722
+18,242
+25% +$2.92M 0.75% 23
2024
Q2 		$11.8M Buy
73,480
+17,750
+32% +$2.49M 0.6% 32
2024
Q1 		$7.39M Buy
55,730
+52,750
+1,770% +$6.54M 0.38% 67
2023
Q4 		$333K Buy
2,980
+250
+9% +$23.7K 0.02% 168
2023
Q3 		$227K Sell
2,730
-30
-1% -$2.6K 0.01% 187
2023
Q2 		$239K Buy
2,760
+300
+12% +$21.4K 0.02% 183
2023
Q1 		$158K Sell
2,460
-300
-11% -$18K 0.01% 193
2022
Q4 		$154K Buy
2,760
+750
+37% +$37.6K 0.01% 196
2022
Q3 		$89K Buy
2,010
+160
+9% +$8.17K 0.01% 238
2022
Q2 		$90K Buy
1,850
+170
+10% +$9.54K 0.01% 221
2022
Q1 		$106K Buy
+1,680
New +$99.8K 0.01% 202
2019
Q3 		– Sell
-150
Closed -$4K – 359
2019
Q2 		$4K Sell
150
-50
-25% -$1.46K ﹤0.01% 286
2019
Q1 		$6K Sell
200
-50
-20% -$1.36K ﹤0.01% 268
2018
Q4 		$6K Hold
250
– – ﹤0.01% 265
2018
Q3 		$6K Buy
250
+200
+400% +$4.49K ﹤0.01% 253
2018
Q2 		$1K Buy
+50
New +$1.23K ﹤0.01% 326

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

Bogart Wealth LLC's AVGO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Broadcom (AVGO) stake by 1.5% in Q2 2026, buying an estimated $414K and bringing the position to 71,715 shares worth $27.1M. The position accounts for 0.93% of the portfolio, ranked #22.

Bogart Wealth LLC first reported a position in AVGO in Q2 2018 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bogart Wealth LLC held 71,715 shares of Broadcom worth $27.1M as of Q2 2026.
  • Bogart Wealth LLC bought 1,033 Broadcom shares in Q2 2026, an estimated $414K.
  • Broadcom made up 0.93% of Bogart Wealth LLC's portfolio in Q2 2026, its #22 holding.
  • Bogart Wealth LLC first reported a position in Broadcom in Q2 2018 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.