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Global Wealth Management Investment Advisory’s Broadcom AVGO Stock Holding History

Global Wealth Management Investment Advisory’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 		$763K Sell
2,020
-233
-10% -$93.4K 0.11% 116
2026
Q1 		$697K Buy
2,253
+74
+3% +$24.4K 0.11% 114
2025
Q4 		$754K Buy
2,179
+79
+4% +$28.3K 0.12% 114
2025
Q3 		$693K Buy
2,100
+920
+78% +$282K 0.12% 117
2025
Q2 		$325K Sell
1,180
-80
-6% -$17.4K 0.06% 125
2025
Q1 		$211K Buy
1,260
+40
+3% +$8.47K 0.04% 135
2024
Q4 		$283K Buy
+1,220
New +$226K 0.06% 124
2024
Q1 		– Sell
-250
Closed -$27.9K – 165
2023
Q4 		$27.9K Hold
250
– – 0.01% 228
2023
Q3 		$20.8K Hold
250
– – 0.01% 243
2023
Q2 		$21.7K Buy
+250
New +$17.8K 0.01% 241
2022
Q3 		– Sell
-770
Closed -$37K – 165
2022
Q2 		$37K Buy
770
+250
+48% +$14K 0.01% 198
2022
Q1 		$33K Buy
520
+20
+4% +$1.19K 0.01% 218
2021
Q4 		$33K Hold
500
– – 0.01% 217
2021
Q3 		$24K Hold
500
– – 0.01% 247
2021
Q2 		$24K Buy
500
+200
+67% +$9.27K 0.01% 234
2021
Q1 		$14K Buy
300
+200
+200% +$9.25K 0.01% 279
2020
Q4 		$4K Buy
+100
New +$3.9K ﹤0.01% 345
2020
Q3 		– Sell
-1,000
Closed -$32K – 454
2020
Q2 		$32K Hold
1,000
– – 0.01% 225
2020
Q1 		$24K Hold
1,000
– – 0.01% 236
2019
Q4 		$32K Sell
1,000
-100
-9% -$3.04K 0.01% 217
2019
Q3 		$30K Sell
1,100
-190
-15% -$5.4K 0.01% 213
2019
Q2 		$37K Sell
1,290
-3,150
-71% -$91.8K 0.02% 193
2019
Q1 		$134K Buy
4,440
+2,650
+148% +$71.8K 0.07% 136
2018
Q4 		$46K Buy
+1,790
New +$42.2K 0.03% 220

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

Global Wealth Management Investment Advisory's AVGO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Broadcom (AVGO) stake by 10% in Q2 2026, selling an estimated $93.4K and leaving 2,020 shares worth $763K. The position accounts for 0.11% of the portfolio, ranked #116.

Global Wealth Management Investment Advisory first reported a position in AVGO in Q4 2018 and has held it in 24 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Global Wealth Management Investment Advisory held 2,020 shares of Broadcom worth $763K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 233 Broadcom shares in Q2 2026, an estimated $93.4K.
  • Broadcom made up 0.11% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #116 holding.
  • Global Wealth Management Investment Advisory first reported a position in Broadcom in Q4 2018 and has held it in 24 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.