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DHJJ Financial Advisors’s Broadcom AVGO Stock Holding History

DHJJ Financial 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 		$1.32M Buy
3,493
+41
+1% +$16.4K 0.38% 46
2026
Q1 		$1.07M Sell
3,452
-73
-2% -$24K 0.35% 51
2025
Q4 		$1.22M Sell
3,525
-55
-2% -$19.7K 0.41% 44
2025
Q3 		$1.18M Sell
3,580
-58
-2% -$17.8K 0.4% 45
2025
Q2 		$1M Sell
3,638
-13
-0.4% -$2.82K 0.36% 53
2025
Q1 		$611K Sell
3,651
-65
-2% -$13.8K 0.25% 79
2024
Q4 		$862K Sell
3,716
-4
-0.1% -$740 0.34% 58
2024
Q3 		$642K Hold
3,720
– – 0.25% 75
2024
Q2 		$597K Sell
3,720
-30
-0.8% -$4.2K 0.25% 77
2024
Q1 		$497K Sell
3,750
-30
-0.8% -$3.72K 0.22% 81
2023
Q4 		$422K Sell
3,780
-10
-0.3% -$947 0.2% 88
2023
Q3 		$315K Sell
3,790
-70
-2% -$6.07K 0.16% 99
2023
Q2 		$335K Sell
3,860
-140
-4% -$9.98K 0.17% 104
2023
Q1 		$251K Sell
4,000
-20
-0.5% -$1.2K 0.14% 119
2022
Q4 		$225K Buy
+4,020
New +$202K 0.13% 126
2022
Q2 		– Sell
-4,110
Closed -$258K – 129
2022
Q1 		$258K Hold
4,110
– – 0.12% 115
2021
Q4 		$273K Sell
4,110
-20
-0.5% -$1.12K 0.13% 114
2021
Q3 		$200K Buy
+4,130
New +$201K 0.1% 125

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

DHJJ Financial Advisors's AVGO Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,493 shares worth $1.32M. The position accounts for 0.38% of the portfolio, ranked #46.

DHJJ Financial Advisors first reported a position in AVGO in Q3 2021 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • DHJJ Financial Advisors held 3,493 shares of Broadcom worth $1.32M as of Q2 2026.
  • DHJJ Financial Advisors bought 41 Broadcom shares in Q2 2026, an estimated $16.4K.
  • Broadcom made up 0.38% of DHJJ Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • DHJJ Financial Advisors first reported a position in Broadcom in Q3 2021 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.