FSM Wealth Advisors’s Broadcom AVGO Stock Holding History

FSM Wealth Advisors’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	$5.57M	Buy	14,749 +1,337	+10%	+$536K	0.59%	29
2026 Q1	$4.15M	Buy	13,412 +380	+3%	+$125K	0.53%	33
2025 Q4	$4.51M	Buy	13,032 +1,042	+9%	+$373K	0.62%	34
2025 Q3	$3.96M	Buy	11,990 +1,799	+18%	+$552K	0.56%	35
2025 Q2	$2.79M	Buy	10,191 +412	+4%	+$89.5K	0.45%	42
2025 Q1	$1.64M	Buy	9,779 +439	+5%	+$92.9K	0.37%	43
2024 Q4	$2.14M	Sell	9,340 -90	-1%	-$16.6K	0.52%	36
2024 Q3	$1.63M	Sell	9,430 -190	-2%	-$30.5K	0.43%	38
2024 Q2	$1.54M	Sell	9,620 -320	-3%	-$44.8K	0.52%	36
2024 Q1	$1.32M	Sell	9,940 -150	-1%	-$18.6K	0.47%	42
2023 Q4	$1.13M	Buy	10,090 +440	+5%	+$41.7K	0.48%	43
2023 Q3	$802K	Sell	9,650 -3,540	-27%	-$307K	0.4%	47
2023 Q2	$1.16M	Buy	13,190 +1,770	+15%	+$126K	0.58%	41
2023 Q1	$733K	Buy	11,420 +140	+1%	+$8.42K	0.43%	54
2022 Q4	$631K	Sell	11,280 -1,500	-12%	-$75.2K	0.45%	58
2022 Q3	$568K	Buy	12,780 +1,150	+10%	+$58.8K	0.47%	57
2022 Q2	$635K	Buy	+11,630	New	+$653K	0.63%	43

Other funds holding AVGO

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

FSM Wealth Advisors's AVGO Position: Q2 2026 in Review

FSM Wealth Advisors increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $536K and bringing the position to 14,749 shares worth $5.57M. The position accounts for 0.59% of the portfolio, ranked #29.

FSM Wealth Advisors first reported a position in AVGO in Q2 2022 and has held it in 17 quarters since. 3,064 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

FSM Wealth Advisors held 14,749 shares of Broadcom worth $5.57M as of Q2 2026.
FSM Wealth Advisors bought 1,337 Broadcom shares in Q2 2026, an estimated $536K.
Broadcom made up 0.59% of FSM Wealth Advisors's portfolio in Q2 2026, its #29 holding.
FSM Wealth Advisors first reported a position in Broadcom in Q2 2022 and has held it in 17 quarters since.
3,064 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.