GJWM
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Gilliland Jeter Wealth Management’s Broadcom AVGO Stock Holding History

Gilliland Jeter 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 		$3.92M Sell
10,380
-41
-0.4% -$16.4K 1.03% 20
2026
Q1 		$3.23M Buy
10,421
+5
+0% +$1.65K 0.96% 26
2025
Q4 		$3.61M Sell
10,416
-733
-7% -$262K 1.09% 23
2025
Q3 		$3.68M Sell
11,149
-16
-0.1% -$4.91K 1.14% 21
2025
Q2 		$3.08M Sell
11,165
-1,149
-9% -$250K 1% 23
2025
Q1 		$2.06M Sell
12,314
-1,508
-11% -$319K 0.73% 37
2024
Q4 		$3.2M Buy
13,822
+82
+0.6% +$15.2K 1.08% 24
2024
Q3 		$2.37M Sell
13,740
-150
-1% -$24K 0.77% 33
2024
Q2 		$2.23M Sell
13,890
-20
-0.1% -$2.8K 0.75% 34
2024
Q1 		$1.84M Sell
13,910
-1,020
-7% -$126K 0.64% 41
2023
Q4 		$1.67M Buy
+14,930
New +$1.41M 0.69% 40

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gilliland Jeter Wealth Management's AVGO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Broadcom (AVGO) stake by 0.39% in Q2 2026, selling an estimated $16.4K and leaving 10,380 shares worth $3.92M. The position accounts for 1.03% of the portfolio, ranked #20.

Gilliland Jeter Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 2,972 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gilliland Jeter Wealth Management held 10,380 shares of Broadcom worth $3.92M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 41 Broadcom shares in Q2 2026, an estimated $16.4K.
  • Broadcom made up 1.03% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Gilliland Jeter Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 2,972 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.