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Garton & Associates Financial Advisors’s Broadcom AVGO Stock Holding History

Garton & Associates Financial 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 		$5.49M Buy
14,535
+147
+1% +$58.9K 12.42% 2
2026
Q1 		$4.45M Sell
14,388
-1,582
-10% -$521K 3.64% 4
2025
Q4 		$5.53M Buy
+15,970
New +$5.71M 3.1% 3

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 $3.37T AUM 44.26% 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

Garton & Associates Financial Advisors's AVGO Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Broadcom (AVGO) stake by 1% in Q2 2026, buying an estimated $58.9K and bringing the position to 14,535 shares worth $5.49M. The position accounts for 12.42% of the portfolio, ranked #2.

Garton & Associates Financial Advisors first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Garton & Associates Financial Advisors held 14,535 shares of Broadcom worth $5.49M as of Q2 2026.
  • Garton & Associates Financial Advisors bought 147 Broadcom shares in Q2 2026, an estimated $58.9K.
  • Broadcom made up 12.42% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Garton & Associates Financial Advisors first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Broadcom position peaked at $5.53M in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.