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FWG Investments’s Broadcom AVGO Stock Holding History

FWG Investments’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 		$638K Sell
1,688
-69
-4% -$27.7K 0.34% 71
2026
Q1 		$544K Buy
1,757
+629
+56% +$207K 0.35% 75
2025
Q4 		$391K Sell
1,128
-49
-4% -$17.5K 0.25% 85
2025
Q3 		$388K Buy
1,177
+31
+3% +$9.51K 0.27% 77
2025
Q2 		$316K Buy
+1,146
New +$249K 0.24% 82

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 $3.38T AUM 44.17% 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

FWG Investments's AVGO Position: Q2 2026 in Review

FWG Investments reduced its Broadcom (AVGO) stake by 3.9% in Q2 2026, selling an estimated $27.7K and leaving 1,688 shares worth $638K. The position accounts for 0.34% of the portfolio, ranked #71.

FWG Investments first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • FWG Investments held 1,688 shares of Broadcom worth $638K as of Q2 2026.
  • FWG Investments sold 69 Broadcom shares in Q2 2026, an estimated $27.7K.
  • Broadcom made up 0.34% of FWG Investments's portfolio in Q2 2026, its #71 holding.
  • FWG Investments first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.