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Bullock Wealth Management’s Broadcom AVGO Stock Holding History

Bullock 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 		$2.52M Sell
6,814
-351
-5% -$141K 1.09% 16
2026
Q1 		$2.25M Sell
7,165
-369
-5% -$121K 1.13% 14
2025
Q4 		$2.61M Sell
7,534
-588
-7% -$210K 1.27% 12
2025
Q3 		$2.71M Buy
8,122
+212
+3% +$65K 1.35% 10
2025
Q2 		$2.09M Buy
7,910
+24
+0.3% +$5.21K 1.11% 16
2025
Q1 		$1.33M Sell
7,886
-1,340
-15% -$284K 0.74% 25
2024
Q4 		$2.14M Sell
9,226
-1,485
-14% -$275K 1.25% 13
2024
Q3 		$1.79M Buy
10,711
+851
+9% +$136K 1.08% 14
2024
Q2 		$1.62M Sell
9,860
-60
-0.6% -$8.41K 1.06% 15
2024
Q1 		$1.34M Buy
+9,920
New +$1.23M 0.9% 17

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Broadcom (AVGO) stake by 4.9% in Q2 2026, selling an estimated $141K and leaving 6,814 shares worth $2.52M. The position accounts for 1.09% of the portfolio, ranked #16.

Bullock Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q3 2025. 4,858 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Bullock Wealth Management held 6,814 shares of Broadcom worth $2.52M as of Q2 2026.
  • Bullock Wealth Management sold 351 Broadcom shares in Q2 2026, an estimated $141K.
  • Broadcom made up 1.09% of Bullock Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Bullock Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Broadcom position peaked at $2.71M in Q3 2025.
  • 4,858 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.