Global Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$283K Hold
750
0.14% 39
2026
Q1
$232K Hold
750
0.13% 41
2025
Q4
$260K Hold
750
0.14% 35
2025
Q3
$247K Hold
750
0.13% 29
2025
Q2
$207K Buy
+750
New +$163K 0.11% 31

Other funds holding AVGO

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

Global Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 750 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #39.

Global Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. 1,392 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Global Wealth Management held 750 shares of Broadcom worth $283K as of Q2 2026.
  • Global Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.14% of Global Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Global Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.