EWM
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Empirical Wealth Management’s Broadcom AVGO Stock Holding History

Empirical 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 		$39.8M Buy
105,429
+6,678
+7% +$2.68M 0.58% 29
2026
Q1 		$30.6M Buy
98,751
+4,458
+5% +$1.47M 0.53% 30
2025
Q4 		$32.6M Buy
94,293
+6,522
+7% +$2.33M 0.58% 31
2025
Q3 		$29M Buy
87,771
+6,752
+8% +$2.07M 0.58% 31
2025
Q2 		$22.3M Buy
81,019
+14,935
+23% +$3.24M 0.5% 35
2025
Q1 		$11.1M Buy
66,084
+29,826
+82% +$6.31M 0.28% 66
2024
Q4 		$8.41M Buy
36,258
+609
+2% +$113K 0.23% 86
2024
Q3 		$6.15M Sell
35,649
-18,811
-35% -$3.02M 0.17% 107
2024
Q2 		$8.74M Buy
54,460
+25,300
+87% +$3.55M 0.26% 79
2024
Q1 		$3.86M Buy
29,160
+310
+1% +$38.4K 0.12% 123
2023
Q4 		$3.22M Sell
28,850
-41,930
-59% -$3.97M 0.11% 130
2023
Q3 		$5.88M Buy
70,780
+610
+0.9% +$52.9K 0.23% 89
2023
Q2 		$6.09M Sell
70,170
-6,730
-9% -$480K 0.24% 85
2023
Q1 		$4.93M Sell
76,900
-2,640
-3% -$159K 0.21% 87
2022
Q4 		$4.45M Buy
79,540
+73,870
+1,303% +$3.7M 0.21% 88
2022
Q3 		$252K Buy
+5,670
New +$290K 0.01% 407
2022
Q1 		– Sell
-5,660
Closed -$377K – 497
2021
Q4 		$377K Buy
+5,660
New +$318K 0.02% 388

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

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

Empirical Wealth Management increased its Broadcom (AVGO) stake by 6.8% in Q2 2026, buying an estimated $2.68M and bringing the position to 105,429 shares worth $39.8M. The position accounts for 0.58% of the portfolio, ranked #29.

Empirical Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Empirical Wealth Management held 105,429 shares of Broadcom worth $39.8M as of Q2 2026.
  • Empirical Wealth Management bought 6,678 Broadcom shares in Q2 2026, an estimated $2.68M.
  • Broadcom made up 0.58% of Empirical Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Empirical Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.