Garrett Wealth Advisory Group’s Broadcom AVGO Stock Holding History

Garrett Wealth Advisory Group’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	$2.3M	Sell	6,099 -637	-9%	-$255K	0.35%	28
2026 Q1	$2.08M	Buy	6,736 +3,471	+106%	+$1.14M	0.37%	28
2025 Q4	$1.13M	Buy	3,265 +260	+9%	+$93K	0.21%	34
2025 Q3	$991K	Sell	3,005 -105	-3%	-$32.2K	0.19%	37
2025 Q2	$857K	Buy	3,110 +1	+0%	+$217	0.18%	38
2025 Q1	$521K	Buy	3,109 +117	+4%	+$24.8K	0.12%	54
2024 Q4	$694K	Buy	+2,992	New	+$553K	0.16%	40
2019 Q4	–	Sell	-1,030	Closed	-$28.4K	–	103
2019 Q3	$28.4K	Buy	+1,030	New	+$29.3K	0.02%	175

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

Garrett Wealth Advisory Group's AVGO Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Broadcom (AVGO) stake by 9.5% in Q2 2026, selling an estimated $255K and leaving 6,099 shares worth $2.3M. The position accounts for 0.35% of the portfolio, ranked #28.

Garrett Wealth Advisory Group first reported a position in AVGO in Q3 2019 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Garrett Wealth Advisory Group held 6,099 shares of Broadcom worth $2.3M as of Q2 2026.
Garrett Wealth Advisory Group sold 637 Broadcom shares in Q2 2026, an estimated $255K.
Broadcom made up 0.35% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #28 holding.
Garrett Wealth Advisory Group first reported a position in Broadcom in Q3 2019 and has held it in 8 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.