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Bosman Wealth Management’s Broadcom AVGO Stock Holding History

Bosman 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 		$3.8M Sell
10,061
-2,347
-19% -$941K 2.36% 12
2026
Q1 		$3.84M Sell
12,408
-1,040
-8% -$342K 3.38% 11
2025
Q4 		$4.65M Buy
13,448
+734
+6% +$262K 3.82% 9
2025
Q3 		$4.19M Buy
12,714
+1,184
+10% +$363K 3.25% 10
2025
Q2 		$3.18M Buy
+11,530
New +$2.5M 2.82% 14

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

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

Bosman Wealth Management reduced its Broadcom (AVGO) stake by 19% in Q2 2026, selling an estimated $941K and leaving 10,061 shares worth $3.8M. The position accounts for 2.36% of the portfolio, ranked #12.

Bosman Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.65M in Q4 2025. 4,814 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bosman Wealth Management held 10,061 shares of Broadcom worth $3.8M as of Q2 2026.
  • Bosman Wealth Management sold 2,347 Broadcom shares in Q2 2026, an estimated $941K.
  • Broadcom made up 2.36% of Bosman Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Bosman Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Bosman Wealth Management's Broadcom position peaked at $4.65M in Q4 2025.
  • 4,814 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.