Future Financial Wealth Management’s Broadcom AVGO Stock Holding History

Future Financial 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	$608K	Buy	1,549 +120	+8%	+$48.1K	0.38%	54
2026 Q1	$567K	Buy	1,429 +14	+1%	+$4.61K	0.37%	55
2025 Q4	$471K	Sell	1,415 -36	-2%	-$12.9K	0.32%	65
2025 Q3	$479K	Sell	1,451 -162	-10%	-$49.7K	0.3%	66
2025 Q2	$445K	Buy	1,613 +59	+4%	+$12.8K	0.3%	67
2025 Q1	$260K	Buy	1,554 +7	+0.5%	+$1.48K	0.19%	89
2024 Q4	$359K	Sell	1,547 -159	-9%	-$29.4K	0.26%	73
2024 Q3	$294K	Buy	1,706 +16	+0.9%	+$2.56K	0.21%	88
2024 Q2	$272K	Buy	1,690 +140	+9%	+$19.6K	0.24%	89
2024 Q1	$206K	Buy	+1,550	New	+$192K	0.16%	109
2022 Q2	–	Sell	-1,040	Closed	-$65K	–	148
2022 Q1	$65K	Hold	1,040	–	–	0.05%	236
2021 Q4	$69K	Buy	+1,040	New	+$58.5K	0.06%	235

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Future Financial Wealth Management's AVGO Position: Q2 2026 in Review

Future Financial Wealth Management increased its Broadcom (AVGO) stake by 8.4% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,549 shares worth $608K. The position accounts for 0.38% of the portfolio, ranked #54.

Future Financial Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Future Financial Wealth Management held 1,549 shares of Broadcom worth $608K as of Q2 2026.
Future Financial Wealth Management bought 120 Broadcom shares in Q2 2026, an estimated $48.1K.
Broadcom made up 0.38% of Future Financial Wealth Management's portfolio in Q2 2026, its #54 holding.
Future Financial Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 12 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.