CWM
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Concentrum Wealth Management’s Broadcom AVGO Stock Holding History

Concentrum 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 		$3.2M Sell
8,463
-6
-0.1% -$2.41K 0.77% 25
2026
Q1 		$2.62M Buy
8,469
+808
+11% +$266K 0.77% 23
2025
Q4 		$2.65M Buy
7,661
+1,758
+30% +$629K 0.74% 23
2025
Q3 		$1.95M Buy
5,903
+717
+14% +$220K 0.56% 26
2025
Q2 		$1.43M Buy
5,186
+163
+3% +$35.4K 0.45% 29
2025
Q1 		$841K Buy
5,023
+1,560
+45% +$330K 0.31% 36
2024
Q4 		$803K Buy
3,463
+408
+13% +$75.5K 0.28% 39
2024
Q3 		$527K Buy
3,055
+645
+27% +$103K 0.21% 46
2024
Q2 		$387K Buy
2,410
+720
+43% +$101K 0.16% 49
2024
Q1 		$224K Buy
+1,690
New +$209K 0.1% 62

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 $3.37T AUM 44.26% 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

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

Concentrum Wealth Management reduced its Broadcom (AVGO) stake by 0.07% in Q2 2026, selling an estimated $2.41K and leaving 8,463 shares worth $3.2M. The position accounts for 0.77% of the portfolio, ranked #25.

Concentrum Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Concentrum Wealth Management held 8,463 shares of Broadcom worth $3.2M as of Q2 2026.
  • Concentrum Wealth Management sold 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 0.77% of Concentrum Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Concentrum Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.