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BXM Wealth’s Broadcom AVGO Stock Holding History

BXM Wealth’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 		$7.07M Buy
18,708
+3,831
+26% +$1.54M 3.84% 5
2026
Q1 		$4.6M Sell
14,877
-129,412
-90% -$42.6M 3.54% 3
2025
Q4 		$5.02M Buy
144,289
+126,288
+702% +$45.2M 3.87% 3
2025
Q3 		$5.94M Buy
18,001
+3,605
+25% +$1.11M 5.63% 1
2025
Q2 		$3.97M Sell
14,396
-1,017
-7% -$221K 4.72% 3
2025
Q1 		$2.59M Buy
15,413
+551
+4% +$117K 3.11% 4
2024
Q4 		$3.45M Buy
+14,862
New +$2.75M 4.82% 2

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BXM Wealth's AVGO Position: Q2 2026 in Review

BXM Wealth increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $1.54M and bringing the position to 18,708 shares worth $7.07M. The position accounts for 3.84% of the portfolio, ranked #5.

BXM Wealth first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 1,620 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • BXM Wealth held 18,708 shares of Broadcom worth $7.07M as of Q2 2026.
  • BXM Wealth bought 3,831 Broadcom shares in Q2 2026, an estimated $1.54M.
  • Broadcom made up 3.84% of BXM Wealth's portfolio in Q2 2026, its #5 holding.
  • BXM Wealth first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.