EWM
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EPG Wealth Management’s Broadcom AVGO Stock Holding History

EPG 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 		$4.14M Sell
10,957
-1,363
-11% -$547K 0.99% 28
2026
Q1 		$3.81M Buy
12,320
+398
+3% +$131K 1.03% 22
2025
Q4 		$4.13M Sell
11,922
-784
-6% -$280K 1.11% 20
2025
Q3 		$4.19M Buy
12,706
+128
+1% +$39.3K 1.15% 19
2025
Q2 		$3.47M Buy
12,578
+107
+0.9% +$23.2K 1.04% 22
2025
Q1 		$2.09M Sell
12,471
-3,421
-22% -$724K 0.58% 38
2024
Q4 		$3.68M Sell
15,892
-585
-4% -$108K 0.97% 20
2024
Q3 		$2.84M Buy
+16,477
New +$2.64M 0.72% 26
2024
Q2 		– Sell
-19,840
Closed -$2.78M – 24
2024
Q1 		$2.63M Buy
19,840
+90
+0.5% +$11.2K 0.64% 29
2023
Q4 		$2.47M Buy
19,750
+470
+2% +$44.5K 0.65% 32
2023
Q3 		$1.6M Sell
19,280
-1,660
-8% -$144K 0.48% 48
2023
Q2 		$1.82M Sell
20,940
-3,810
-15% -$272K 0.54% 43
2023
Q1 		$1.59M Buy
24,750
+9,890
+67% +$595K 0.5% 47
2022
Q4 		$831K Buy
14,860
+450
+3% +$22.6K 0.32% 75
2022
Q3 		$640K Buy
14,410
+1,300
+10% +$66.4K 0.26% 88
2022
Q2 		$637K Buy
13,110
+880
+7% +$49.4K 0.27% 83
2022
Q1 		$770K Buy
12,230
+2,400
+24% +$143K 0.27% 76
2021
Q4 		$654K Buy
9,830
+330
+3% +$18.5K 0.23% 89
2021
Q3 		$461K Buy
9,500
+260
+3% +$12.6K 0.18% 113
2021
Q2 		$440K Buy
9,240
+1,720
+23% +$79.7K 0.19% 116
2021
Q1 		$349K Buy
7,520
+1,020
+16% +$47.2K 0.17% 122
2020
Q4 		$285K Buy
+6,500
New +$253K 0.17% 115
2020
Q2 		– Sell
-5,220
Closed -$124K – 183
2020
Q1 		$124K Buy
5,220
+2,230
+75% +$62.8K 0.09% 159
2019
Q4 		$95K Buy
+2,990
New +$90.8K 0.07% 158

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

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

EPG Wealth Management reduced its Broadcom (AVGO) stake by 11% in Q2 2026, selling an estimated $547K and leaving 10,957 shares worth $4.14M. The position accounts for 0.99% of the portfolio, ranked #28.

EPG Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.19M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • EPG Wealth Management held 10,957 shares of Broadcom worth $4.14M as of Q2 2026.
  • EPG Wealth Management sold 1,363 Broadcom shares in Q2 2026, an estimated $547K.
  • Broadcom made up 0.99% of EPG Wealth Management's portfolio in Q2 2026, its #28 holding.
  • EPG Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Broadcom position peaked at $4.19M in Q3 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.