Forvis Mazars Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.14M | Buy |
24,187
+211
| +0.9% | +$84.6K | 0.15% | 67 |
|
|
2026
Q1 | $7.42M | Buy |
23,976
+630
| +3% | +$207K | 0.14% | 75 |
|
|
2025
Q4 | $8.08M | Sell |
23,346
-56
| -0.2% | -$20K | 0.15% | 71 |
|
|
2025
Q3 | $7.72M | Buy |
23,402
+87
| +0.4% | +$26.7K | 0.15% | 71 |
|
|
2025
Q2 | $6.43M | Buy |
23,315
+3,718
| +19% | +$807K | 0.14% | 81 |
|
|
2025
Q1 | $3.28M | Buy |
19,597
+3,872
| +25% | +$819K | 0.08% | 115 |
|
|
2024
Q4 | $3.65M | Sell |
15,725
-424
| -3% | -$78.4K | 0.08% | 111 |
|
|
2024
Q3 | $2.79M | Buy |
16,149
+1,259
| +8% | +$202K | 0.06% | 144 |
|
|
2024
Q2 | $2.39M | Buy |
14,890
+5,450
| +58% | +$764K | 0.06% | 144 |
|
|
2024
Q1 | $1.25M | Buy |
9,440
+2,670
| +39% | +$331K | 0.03% | 197 |
|
|
2023
Q4 | $756K | Buy |
6,770
+510
| +8% | +$48.3K | 0.02% | 231 |
|
|
2023
Q3 | $520K | Sell |
6,260
-1,050
| -14% | -$91K | 0.02% | 267 |
|
|
2023
Q2 | $634K | Buy |
7,310
+880
| +14% | +$62.8K | 0.02% | 256 |
|
|
2023
Q1 | $413K | Sell |
6,430
-150
| -2% | -$9.02K | 0.01% | 288 |
|
|
2022
Q4 | $368K | Sell |
6,580
-250
| -4% | -$12.5K | 0.01% | 297 |
|
|
2022
Q3 | $304K | Sell |
6,830
-100
| -1% | -$5.11K | 0.01% | 318 |
|
|
2022
Q2 | $337K | Buy |
6,930
+3,370
| +95% | +$189K | 0.01% | 302 |
|
|
2022
Q1 | $224K | Buy |
+3,560
| New | +$211K | 0.01% | 280 |
|
|
2021
Q1 | – | Sell |
-13,250
| Closed | -$580K | – | 280 |
|
|
2020
Q4 | $580K | Buy |
13,250
+1,070
| +9% | +$41.7K | 0.03% | 203 |
|
|
2020
Q3 | $444K | Sell |
12,180
-1,440
| -11% | -$48.2K | 0.03% | 216 |
|
|
2020
Q2 | $430K | Buy |
13,620
+2,560
| +23% | +$71.6K | 0.03% | 208 |
|
|
2020
Q1 | $262K | Buy |
11,060
+2,940
| +36% | +$82.8K | 0.02% | 240 |
|
|
2019
Q4 | $257K | Buy |
+8,120
| New | +$247K | 0.02% | 254 |
|
|
2019
Q3 | – | Sell |
-23,150
| Closed | -$666K | – | 259 |
|
|
2019
Q2 | $666K | Buy |
23,150
+20
| +0.1% | +$583 | 0.05% | 133 |
|
|
2019
Q1 | $696K | Buy |
23,130
+710
| +3% | +$19.2K | 0.06% | 129 |
|
|
2018
Q4 | $570K | Buy |
+22,420
| New | +$529K | 0.06% | 124 |
|
|
2018
Q1 | – | Sell |
-23,990
| Closed | -$616K | – | 234 |
|
|
2017
Q4 | $616K | Buy |
23,990
+1,930
| +9% | +$50.2K | 0.06% | 127 |
|
|
2017
Q3 | $535K | Sell |
22,060
-850
| -4% | -$21K | 0.06% | 131 |
|
|
2017
Q2 | $534K | Sell |
22,910
-700
| -3% | -$16.2K | 0.06% | 133 |
|
|
2017
Q1 | $517K | Buy |
23,610
+480
| +2% | +$9.88K | 0.06% | 122 |
|
|
2016
Q4 | $409K | Sell |
23,130
-290
| -1% | -$5.02K | 0.05% | 135 |
|
|
2016
Q3 | $404K | Buy |
23,420
+5,190
| +28% | +$86.8K | 0.06% | 126 |
|
|
2016
Q2 | $283K | Buy |
+18,230
| New | +$278K | 0.04% | 146 |
|
Other funds holding AVGO
Forvis Mazars Wealth Advisors's AVGO Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its Broadcom (AVGO) stake by 0.88% in Q2 2026, buying an estimated $84.6K and bringing the position to 24,187 shares worth $9.14M. The position accounts for 0.15% of the portfolio, ranked #67.
Forvis Mazars Wealth Advisors first reported a position in AVGO in Q2 2016 and has held it in 33 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Forvis Mazars Wealth Advisors held 24,187 shares of Broadcom worth $9.14M as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 211 Broadcom shares in Q2 2026, an estimated $84.6K.
- Broadcom made up 0.15% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #67 holding.
- Forvis Mazars Wealth Advisors first reported a position in Broadcom in Q2 2016 and has held it in 33 quarters since.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.