Bradley & Co Private Wealth Management’s Broadcom AVGO Stock Holding History

Bradley & Co Private 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	$128K	Buy	339 +309	+1,030%	+$124K	0.06%	72
2026 Q1	$9.29K	Hold	30	–	–	﹤0.01%	138
2025 Q4	$10.4K	Hold	30	–	–	0.01%	130
2025 Q3	$9.9K	Hold	30	–	–	0.01%	127
2025 Q2	$8.27K	Hold	30	–	–	0.01%	127
2025 Q1	$5.02K	Hold	30	–	–	﹤0.01%	140
2024 Q4	$6.96K	Buy	+30	New	+$5.55K	﹤0.01%	129
2024 Q2	$4.82K	Hold	30	–	–	﹤0.01%	137
2024 Q1	$3.98K	Hold	30	–	–	﹤0.01%	150
2023 Q4	$3.35K	Hold	30	–	–	﹤0.01%	164
2023 Q3	$2.49K	Hold	30	–	–	﹤0.01%	152
2023 Q2	$2.6K	Hold	30	–	–	﹤0.01%	154
2023 Q1	$1.93K	Hold	30	–	–	﹤0.01%	156
2022 Q4	$1.68K	Hold	30	–	–	﹤0.01%	159
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	173
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	176
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	142
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	147
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	156
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	160
2021 Q1	$1K	Buy	+30	New	+$1.39K	﹤0.01%	162

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bradley & Co Private Wealth Management's AVGO Position: Q2 2026 in Review

Bradley & Co Private Wealth Management increased its Broadcom (AVGO) stake by 1,030% in Q2 2026, buying an estimated $124K and bringing the position to 339 shares worth $128K. The position accounts for 0.06% of the portfolio, ranked #72.

Bradley & Co Private Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Bradley & Co Private Wealth Management held 339 shares of Broadcom worth $128K as of Q2 2026.
Bradley & Co Private Wealth Management bought 309 Broadcom shares in Q2 2026, an estimated $124K.
Broadcom made up 0.06% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #72 holding.
Bradley & Co Private Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.