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Todd Wealth Management, LLC’s Broadcom AVGO Stock Holding History

Todd Wealth Management, LLC’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 		$4.01M Buy
10,607
+97
+0.9% +$38.9K 3.04% 9
2026
Q1 		$3.25M Sell
10,510
-47
-0.4% -$15.5K 2.96% 7
2025
Q4 		$3.65M Buy
+10,557
New +$3.78M 3.31% 7

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's AVGO Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Broadcom (AVGO) stake by 0.92% in Q2 2026, buying an estimated $38.9K and bringing the position to 10,607 shares worth $4.01M. The position accounts for 3.04% of the portfolio, ranked #9.

Todd Wealth Management, LLC first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Todd Wealth Management, LLC held 10,607 shares of Broadcom worth $4.01M as of Q2 2026.
  • Todd Wealth Management, LLC bought 97 Broadcom shares in Q2 2026, an estimated $38.9K.
  • Broadcom made up 3.04% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #9 holding.
  • Todd Wealth Management, LLC first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.