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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Broadcom AVGO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$441K Buy
1,167
+243
+26% +$97.4K 0.12% 116
2026
Q1 		$286K Sell
924
-299
-24% -$98.4K 0.08% 137
2025
Q4 		$424K Buy
1,223
+126
+11% +$45.1K 0.13% 108
2025
Q3 		$362K Buy
1,097
+241
+28% +$73.9K 0.11% 104
2025
Q2 		$236K Sell
856
-615
-42% -$134K 0.08% 128
2025
Q1 		$246K Buy
1,471
+328
+29% +$69.4K 0.09% 123
2024
Q4 		$265K Buy
1,143
+467
+69% +$86.4K 0.11% 116
2024
Q3 		$117K Buy
676
+266
+65% +$42.6K 0.06% 146
2024
Q2 		$66.1K Sell
410
-100
-20% -$14K 0.04% 184
2024
Q1 		$68.8K Sell
510
-200
-28% -$24.8K 0.05% 173
2023
Q4 		$79.8K Sell
710
-10
-1% -$947 0.05% 153
2023
Q3 		$59.9K Sell
720
-40
-5% -$3.47K 0.04% 155
2023
Q2 		$66.6K Sell
760
-330
-30% -$23.5K 0.05% 152
2023
Q1 		$70K Sell
1,090
-250
-19% -$15K 0.06% 143
2022
Q4 		$74.9K Buy
+1,340
New +$67.2K 0.06% 136

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AVGO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Broadcom (AVGO) stake by 26% in Q2 2026, buying an estimated $97.4K and bringing the position to 1,167 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #116.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,167 shares of Broadcom worth $441K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 243 Broadcom shares in Q2 2026, an estimated $97.4K.
  • Broadcom made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #116 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.