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Carolina Wealth Advisors’s Broadcom AVGO Stock Holding History

Carolina Wealth Advisors’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 		$41.9K Hold
111
– – 0.02% 121
2026
Q1 		$34.4K Buy
111
+98
+754% +$32.2K 0.01% 119
2025
Q4 		$4.5K Buy
13
+2
+18% +$715 ﹤0.01% 209
2025
Q3 		$3.63K Hold
11
– – ﹤0.01% 197
2025
Q2 		$3.03K Sell
11
-17,892
-100% -$3.89M ﹤0.01% 211
2025
Q1 		$3M Sell
17,903
-13,351
-43% -$2.83M 1.62% 22
2024
Q4 		$7.25M Sell
31,254
-1,009
-3% -$187K 3.9% 7
2024
Q3 		$5.57M Sell
32,263
-36,017
-53% -$5.77M 2.83% 13
2024
Q2 		$11M Buy
68,280
+1,320
+2% +$185K 5.38% 3
2024
Q1 		$8.87M Sell
66,960
-5,480
-8% -$679K 4.81% 3
2023
Q4 		$8.09M Sell
72,440
-170
-0.2% -$16.1K 4.19% 4
2023
Q3 		$6.03M Sell
72,610
-27,150
-27% -$2.35M 3.41% 5
2023
Q2 		$8.65M Sell
99,760
-180
-0.2% -$12.8K 5.21% 3
2023
Q1 		$6.41M Buy
99,940
+760
+0.8% +$45.7K 3.75% 5
2022
Q4 		$5.54M Sell
99,180
-1,610
-2% -$80.7K 3.49% 7
2022
Q3 		$4.47M Buy
100,790
+1,010
+1% +$51.6K 3.51% 8
2022
Q2 		$4.85M Sell
99,780
-12,840
-11% -$721K 3.2% 8
2022
Q1 		$7.09M Sell
112,620
-34,760
-24% -$2.06M 4.48% 3
2021
Q4 		$9.81M Sell
147,380
-3,000
-2% -$169K 5.54% 2
2021
Q3 		$7.29M Buy
150,380
+3,390
+2% +$165K 4.83% 3
2021
Q2 		$7.01M Buy
146,990
+5,010
+4% +$232K 4.72% 2
2021
Q1 		$6.58M Sell
141,980
-3,780
-3% -$175K 4.8% 2
2020
Q4 		$6.38M Sell
145,760
-11,470
-7% -$447K 5.13% 2
2020
Q3 		$5.73M Buy
157,230
+730
+0.5% +$24.5K 5.03% 3
2020
Q2 		$4.94M Buy
156,500
+2,320
+2% +$64.9K 4.78% 2
2020
Q1 		$3.66M Buy
154,180
+16,990
+12% +$479K 4.22% 3
2019
Q4 		$4.33M Buy
+137,190
New +$4.17M 4.11% 3

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Carolina Wealth Advisors's AVGO Position: Q2 2026 in Review

Carolina Wealth Advisors held its Broadcom (AVGO) position steady in Q2 2026 at 111 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #121.

Carolina Wealth Advisors first reported a position in AVGO in Q4 2019 and has held it in 27 quarters since. The position peaked at $11M in Q2 2024. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Carolina Wealth Advisors held 111 shares of Broadcom worth $41.9K as of Q2 2026.
  • Carolina Wealth Advisors left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Carolina Wealth Advisors first reported a position in Broadcom in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Broadcom position peaked at $11M in Q2 2024.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.