Buckley Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.64M Buy
9,635
+318
+3% +$128K 0.9% 21
2026
Q1
$2.88M Buy
9,317
+356
+4% +$117K 0.74% 26
2025
Q4
$3.1M Sell
8,961
-695
-7% -$249K 0.82% 22
2025
Q3
$3.19M Sell
9,656
-1,664
-15% -$510K 0.87% 23
2025
Q2
$3.12M Sell
11,320
-197
-2% -$42.8K 0.93% 21
2025
Q1
$1.93M Sell
11,517
-1,221
-10% -$258K 0.6% 29
2024
Q4
$2.95M Sell
12,738
-10
-0.1% -$1.85K 0.9% 21
2024
Q3
$2.2M Buy
12,748
+2,288
+22% +$367K 0.68% 30
2024
Q2
$1.68M Sell
10,460
-1,070
-9% -$150K 0.53% 33
2024
Q1
$1.53M Buy
11,530
+80
+0.7% +$9.91K 0.49% 35
2023
Q4
$1.28M Sell
11,450
-650
-5% -$61.5K 0.44% 35
2023
Q3
$1.01M Sell
12,100
-3,500
-22% -$303K 0.38% 46
2023
Q2
$1.35M Sell
15,600
-1,570
-9% -$112K 0.46% 39
2023
Q1
$1.1M Sell
17,170
-690
-4% -$41.5K 0.41% 40
2022
Q4
$999K Buy
17,860
+30
+0.2% +$1.5K 0.36% 45
2022
Q3
$792K Buy
17,830
+1,380
+8% +$70.5K 0.29% 59
2022
Q2
$799K Buy
16,450
+300
+2% +$16.8K 0.26% 70
2022
Q1
$1.02M Sell
16,150
-5,050
-24% -$300K 0.28% 64
2021
Q4
$1.41M Sell
21,200
-10,000
-32% -$562K 0.41% 44
2021
Q3
$1.51M Buy
31,200
+2,840
+10% +$138K 0.49% 37
2021
Q2
$1.35M Buy
28,360
+6,340
+29% +$294K 0.46% 39
2021
Q1
$1.02M Sell
22,020
-100
-0.5% -$4.62K 0.38% 46
2020
Q4
$969K Sell
22,120
-1,790
-7% -$69.8K 0.4% 44
2020
Q3
$871K Sell
23,910
-250
-1% -$8.37K 0.39% 46
2020
Q2
$763K Sell
24,160
-100
-0.4% -$2.8K 0.35% 54
2020
Q1
$575K Buy
24,260
+250
+1% +$7.04K 0.31% 64
2019
Q4
$759K Sell
24,010
-2,000
-8% -$60.7K 0.34% 51
2019
Q3
$718K Buy
26,010
+100
+0.4% +$2.84K 0.35% 53
2019
Q2
$746K Sell
25,910
-400
-2% -$11.7K 0.35% 53
2019
Q1
$791K Sell
26,310
-750
-3% -$20.3K 0.37% 47
2018
Q4
$688K Buy
27,060
+120
+0.4% +$2.83K 0.35% 53
2018
Q3
$665K Sell
26,940
-2,930
-10% -$65.7K 0.29% 73
2018
Q2
$725K Buy
29,870
+800
+3% +$19.6K 0.34% 60
2018
Q1
$685K Sell
29,070
-2,430
-8% -$61.2K 0.34% 68
2017
Q4
$809K Buy
+31,500
New +$819K 0.41% 52

Other funds holding AVGO

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

Buckley Wealth Management increased its Broadcom (AVGO) stake by 3.4% in Q2 2026, buying an estimated $128K and bringing the position to 9,635 shares worth $3.64M. The position accounts for 0.9% of the portfolio, ranked #21.

Buckley Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 35 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Buckley Wealth Management held 9,635 shares of Broadcom worth $3.64M as of Q2 2026.
  • Buckley Wealth Management bought 318 Broadcom shares in Q2 2026, an estimated $128K.
  • Broadcom made up 0.9% of Buckley Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Buckley Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 35 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.