BFA
AVGO icon

Brendel Financial Advisors’s Broadcom AVGO Stock Holding History

Brendel Financial Advisors’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 		$503K Sell
1,331
-139
-9% -$55.7K 0.23% 59
2026
Q1 		$455K Sell
1,470
-7,840
-84% -$2.58M 0.23% 59
2025
Q4 		$3.22M Buy
9,310
+172
+2% +$61.5K 1.58% 29
2025
Q3 		$3.01M Buy
9,138
+440
+5% +$135K 1.55% 31
2025
Q2 		$2.4M Buy
+8,698
New +$1.89M 1.34% 39

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

Brendel Financial Advisors's AVGO Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Broadcom (AVGO) stake by 9.5% in Q2 2026, selling an estimated $55.7K and leaving 1,331 shares worth $503K. The position accounts for 0.23% of the portfolio, ranked #59.

Brendel Financial Advisors first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brendel Financial Advisors held 1,331 shares of Broadcom worth $503K as of Q2 2026.
  • Brendel Financial Advisors sold 139 Broadcom shares in Q2 2026, an estimated $55.7K.
  • Broadcom made up 0.23% of Brendel Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Brendel Financial Advisors first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Brendel Financial Advisors's Broadcom position peaked at $3.22M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.