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Brady Martz Wealth Solutions’s Broadcom AVGO Stock Holding History

Brady Martz Wealth Solutions’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 		$7.75M Buy
20,522
+83
+0.4% +$33.3K 1.17% 20
2026
Q1 		$6.33M Buy
20,439
+590
+3% +$194K 1.08% 22
2025
Q4 		$6.87M Sell
19,849
-4,607
-19% -$1.65M 1.21% 21
2025
Q3 		$8.07M Buy
24,456
+76
+0.3% +$23.3K 1.46% 20
2025
Q2 		$6.72M Sell
24,380
-446
-2% -$96.8K 1.3% 23
2025
Q1 		$4.16M Sell
24,826
-269
-1% -$56.9K 0.94% 30
2024
Q4 		$5.64M Buy
+25,095
New +$4.64M 1.36% 15

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

Brady Martz Wealth Solutions's AVGO Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Broadcom (AVGO) stake by 0.41% in Q2 2026, buying an estimated $33.3K and bringing the position to 20,522 shares worth $7.75M. The position accounts for 1.17% of the portfolio, ranked #20.

Brady Martz Wealth Solutions first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.07M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brady Martz Wealth Solutions held 20,522 shares of Broadcom worth $7.75M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 83 Broadcom shares in Q2 2026, an estimated $33.3K.
  • Broadcom made up 1.17% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #20 holding.
  • Brady Martz Wealth Solutions first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's Broadcom position peaked at $8.07M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.