BWM
AVGO icon

Brown Wealth Management’s Broadcom AVGO Stock Holding History

Brown 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 		$1.13M Buy
2,993
+255
+9% +$102K 0.25% 51
2026
Q1 		$847K Sell
2,738
-474
-15% -$156K 0.22% 56
2025
Q4 		$1.11M Buy
3,212
+967
+43% +$346K 0.29% 48
2025
Q3 		$741K Buy
2,245
+370
+20% +$114K 0.21% 61
2025
Q2 		$517K Buy
1,875
+474
+34% +$103K 0.16% 64
2025
Q1 		$235K Buy
1,401
+90
+7% +$19K 0.08% 85
2024
Q4 		$304K Buy
1,311
+114
+10% +$21.1K 0.11% 65
2024
Q3 		$206K Buy
+1,197
New +$192K 0.07% 82

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

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

Brown Wealth Management increased its Broadcom (AVGO) stake by 9.3% in Q2 2026, buying an estimated $102K and bringing the position to 2,993 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #51.

Brown Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Brown Wealth Management held 2,993 shares of Broadcom worth $1.13M as of Q2 2026.
  • Brown Wealth Management bought 255 Broadcom shares in Q2 2026, an estimated $102K.
  • Broadcom made up 0.25% of Brown Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Brown Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.