Duncan Williams Asset Management’s Broadcom AVGO Stock Holding History

Duncan Williams Asset 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	$1.33M	Sell	3,527 -1	-0%	-$401	0.3%	48
2026 Q1	$1.09M	Buy	3,528 +1,763	+100%	+$580K	0.3%	47
2025 Q4	$544K	Sell	1,765 -51	-3%	-$18.2K	0.14%	97
2025 Q3	$599K	Sell	1,816 -319	-15%	-$97.9K	0.17%	89
2025 Q2	$589K	Buy	2,135 +26	+1%	+$5.65K	0.19%	78
2025 Q1	$353K	Buy	2,109 +1	+0%	+$212	0.13%	102
2024 Q4	$489K	Sell	2,108 -217	-9%	-$40.1K	0.19%	85
2024 Q3	$401K	Buy	+2,325	New	+$373K	0.22%	78

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Duncan Williams Asset Management's AVGO Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Broadcom (AVGO) stake by 0.03% in Q2 2026, selling an estimated $401 and leaving 3,527 shares worth $1.33M. The position accounts for 0.3% of the portfolio, ranked #48.

Duncan Williams Asset Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Duncan Williams Asset Management held 3,527 shares of Broadcom worth $1.33M as of Q2 2026.
Duncan Williams Asset Management sold 1 Broadcom share in Q2 2026, an estimated $401.
Broadcom made up 0.3% of Duncan Williams Asset Management's portfolio in Q2 2026, its #48 holding.
Duncan Williams Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.