CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Broadcom AVGO Stock Holding History

Carlton Hofferkamp & Jenks 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 		$365K Buy
919
+74
+9% +$29.7K 0.12% 106
2026
Q1 		$353K Buy
845
+6
+0.7% +$1.97K 0.12% 105
2025
Q4 		$290K Sell
839
-2
-0.2% -$715 0.1% 115
2025
Q3 		$304K Buy
+841
New +$258K 0.1% 116

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's AVGO Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Broadcom (AVGO) stake by 8.8% in Q2 2026, buying an estimated $29.7K and bringing the position to 919 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #106.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in AVGO in Q3 2025 and has held it in 4 quarters since. 3,631 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 919 shares of Broadcom worth $365K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 74 Broadcom shares in Q2 2026, an estimated $29.7K.
  • Broadcom made up 0.12% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Broadcom in Q3 2025 and has held it in 4 quarters since.
  • 3,631 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.