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Focused Wealth Management’s Broadcom AVGO Stock Holding History

Focused 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 		$2.46M Buy
6,523
+400
+7% +$160K 0.21% 54
2026
Q1 		$1.9M Buy
6,123
+499
+9% +$164K 0.2% 55
2025
Q4 		$1.95M Buy
+5,624
New +$2.01M 0.2% 52
2025
Q2 		– Sell
-501
Closed -$83.9K – 206
2025
Q1 		$83.9K Buy
+501
New +$106K 0.01% 188
2024
Q1 		– Sell
-370
Closed -$41.5K – 266
2023
Q4 		$41.5K Buy
370
+30
+9% +$2.84K 0.01% 329
2023
Q3 		$28.3K Buy
340
+90
+36% +$7.8K 0.01% 366
2023
Q2 		$21.5K Sell
250
-170
-40% -$12.1K ﹤0.01% 424
2023
Q1 		$26.7K Buy
420
+10
+2% +$602 0.01% 393
2022
Q4 		$23.1K Hold
410
– – ﹤0.01% 410
2022
Q3 		$18K Hold
410
– – ﹤0.01% 409
2022
Q2 		$20K Buy
410
+10
+3% +$561 ﹤0.01% 408
2022
Q1 		$25K Hold
400
– – ﹤0.01% 406
2021
Q4 		$27K Hold
400
– – ﹤0.01% 446
2021
Q3 		$19K Buy
400
+70
+21% +$3.4K ﹤0.01% 513
2021
Q2 		$16K Hold
330
– – ﹤0.01% 536
2021
Q1 		$15K Hold
330
– – ﹤0.01% 540
2020
Q4 		$14K Sell
330
-50
-13% -$1.95K ﹤0.01% 520
2020
Q3 		$14K Buy
380
+10
+3% +$335 ﹤0.01% 465
2020
Q2 		$12K Buy
+370
New +$10.4K ﹤0.01% 466
2020
Q1 		– Sell
-10
Closed – – 701
2019
Q4 		$0 Hold
10
– – ﹤0.01% 707
2019
Q3 		$0 Hold
10
– – ﹤0.01% 695
2019
Q2 		$0 Hold
10
– – ﹤0.01% 727
2019
Q1 		$0 Hold
10
– – ﹤0.01% 693
2018
Q4 		$0 Buy
+10
New +$236 ﹤0.01% 681

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

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

Focused Wealth Management increased its Broadcom (AVGO) stake by 6.5% in Q2 2026, buying an estimated $160K and bringing the position to 6,523 shares worth $2.46M. The position accounts for 0.21% of the portfolio, ranked #54.

Focused Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Focused Wealth Management held 6,523 shares of Broadcom worth $2.46M as of Q2 2026.
  • Focused Wealth Management bought 400 Broadcom shares in Q2 2026, an estimated $160K.
  • Broadcom made up 0.21% of Focused Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Focused Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.