Falcon Wealth Planning’s Broadcom AVGO Stock Holding History

Falcon Wealth Planning’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	$2.17M	Sell	5,745 -264	-4%	-$106K	0.14%	59
2026 Q1	$1.86M	Buy	6,009 +930	+18%	+$306K	0.13%	58
2025 Q4	$1.76M	Buy	5,079 +933	+23%	+$334K	0.15%	54
2025 Q3	$1.37M	Buy	4,146 +358	+9%	+$110K	0.12%	64
2025 Q2	$1.04M	Buy	3,788 +534	+16%	+$116K	0.11%	69
2025 Q1	$545K	Buy	3,254 +411	+14%	+$87K	0.06%	97
2024 Q4	$659K	Buy	2,843 +11	+0.4%	+$2.04K	0.07%	81
2024 Q3	$489K	Buy	2,832 +122	+5%	+$19.6K	0.06%	89
2024 Q2	$435K	Buy	2,710 +210	+8%	+$29.4K	0.06%	83
2024 Q1	$331K	Buy	2,500 +250	+11%	+$31K	0.05%	105
2023 Q4	$251K	Buy	+2,250	New	+$213K	0.04%	112

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ACM

ASK Capital Management San Francisco, California $721M AUM 36.53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Falcon Wealth Planning's AVGO Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Broadcom (AVGO) stake by 4.4% in Q2 2026, selling an estimated $106K and leaving 5,745 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #59.

Falcon Wealth Planning first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 1,757 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Falcon Wealth Planning held 5,745 shares of Broadcom worth $2.17M as of Q2 2026.
Falcon Wealth Planning sold 264 Broadcom shares in Q2 2026, an estimated $106K.
Broadcom made up 0.14% of Falcon Wealth Planning's portfolio in Q2 2026, its #59 holding.
Falcon Wealth Planning first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
1,757 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.