Clark Wealth Partners’s Broadcom AVGO Stock Holding History

Clark Wealth Partners’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 Q3	$1.29M	Buy	3,687 +57	+2%	+$21.5K	0.67%	18
2026 Q2	$1.37M	Sell	3,630 -60	-2%	-$24.1K	0.77%	16
2026 Q1	$1.14M	Buy	3,690 +79	+2%	+$26K	0.77%	16
2025 Q4	$1.25M	Hold	3,611	–	–	0.76%	18
2025 Q3	$1.25M	Sell	3,611 -263	-7%	-$80.7K	0.76%	18
2025 Q2	$1.07M	Buy	3,874 +66	+2%	+$14.3K	0.72%	18
2025 Q1	$638K	Buy	3,808 +898	+31%	+$190K	0.47%	31
2024 Q4	$675K	Buy	+2,910	New	+$538K	0.52%	28

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Clark Wealth Partners's AVGO Position: Q3 2026 in Review

Clark Wealth Partners increased its Broadcom (AVGO) stake by 1.6% in Q3 2026, buying an estimated $21.5K and bringing the position to 3,687 shares worth $1.29M. The position accounts for 0.67% of the portfolio, ranked #18.

Clark Wealth Partners first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2026. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Clark Wealth Partners held 3,687 shares of Broadcom worth $1.29M as of Q3 2026.
Clark Wealth Partners bought 57 Broadcom shares in Q3 2026, an estimated $21.5K.
Broadcom made up 0.67% of Clark Wealth Partners's portfolio in Q3 2026, its #18 holding.
Clark Wealth Partners first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Broadcom position peaked at $1.37M in Q2 2026.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.