Greenwich 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 | $5.18M | Sell |
13,708
-1,785
| -12% | -$716K | 0.19% | 65 |
|
|
2026
Q1 | $4.79M | Buy |
15,493
+329
| +2% | +$108K | 0.2% | 68 |
|
|
2025
Q4 | $5.25M | Buy |
15,164
+1,535
| +11% | +$549K | 0.23% | 61 |
|
|
2025
Q3 | $4.5M | Buy |
13,629
+365
| +3% | +$112K | 0.22% | 58 |
|
|
2025
Q2 | $3.66M | Sell |
13,264
-120
| -0.9% | -$26.1K | 0.18% | 57 |
|
|
2025
Q1 | $2.24M | Sell |
13,384
-1,255
| -9% | -$266K | 0.17% | 73 |
|
|
2024
Q4 | $3.39M | Buy |
14,639
+1,092
| +8% | +$202K | 0.24% | 52 |
|
|
2024
Q3 | $2.34M | Sell |
13,547
-163
| -1% | -$26.1K | 0.16% | 74 |
|
|
2024
Q2 | $2.2M | Sell |
13,710
-140
| -1% | -$19.6K | 0.16% | 71 |
|
|
2024
Q1 | $1.84M | Sell |
13,850
-160
| -1% | -$19.8K | 0.15% | 81 |
|
|
2023
Q4 | $1.56M | Sell |
14,010
-180
| -1% | -$17K | 0.15% | 82 |
|
|
2023
Q3 | $1.18M | Sell |
14,190
-480
| -3% | -$41.6K | 0.12% | 91 |
|
|
2023
Q2 | $1.27M | Sell |
14,670
-140
| -0.9% | -$9.98K | 0.13% | 91 |
|
|
2023
Q1 | $950K | Sell |
14,810
-120
| -0.8% | -$7.22K | 0.1% | 108 |
|
|
2022
Q4 | $835K | Buy |
14,930
+260
| +2% | +$13K | 0.09% | 118 |
|
|
2022
Q3 | $651K | Sell |
14,670
-660
| -4% | -$33.7K | 0.07% | 137 |
|
|
2022
Q2 | $745K | Buy |
15,330
+660
| +4% | +$37K | 0.1% | 127 |
|
|
2022
Q1 | $924K | Sell |
14,670
-220
| -1% | -$13.1K | 0.09% | 116 |
|
|
2021
Q4 | $991K | Buy |
14,890
+30
| +0.2% | +$1.69K | 0.08% | 114 |
|
|
2021
Q3 | $721K | Buy |
14,860
+10,040
| +208% | +$488K | 0.06% | 133 |
|
|
2021
Q2 | $230K | Buy |
+4,820
| New | +$223K | 0.02% | 201 |
|
|
2019
Q2 | – | Sell |
-7,660
| Closed | -$230K | – | 198 |
|
|
2019
Q1 | $230K | Sell |
7,660
-2,060
| -21% | -$55.8K | 0.04% | 168 |
|
|
2018
Q4 | $247K | Buy |
+9,720
| New | +$229K | 0.05% | 154 |
|
|
2014
Q4 | – | Sell |
-44,750
| Closed | -$389K | – | 170 |
|
|
2014
Q3 | $389K | Sell |
44,750
-36,500
| -45% | -$285K | 0.03% | 144 |
|
|
2014
Q2 | $586K | Sell |
81,250
-20,000
| -20% | -$134K | 0.04% | 115 |
|
|
2014
Q1 | $652K | Sell |
101,250
-8,750
| -8% | -$51.3K | 0.05% | 112 |
|
|
2013
Q4 | $582K | Sell |
110,000
-3,500
| -3% | -$16.1K | 0.06% | 115 |
|
|
2013
Q3 | $489K | Buy |
113,500
+47,500
| +72% | +$182K | 0.04% | 117 |
|
|
2013
Q2 | $247K | Buy |
+66,000
| New | +$230K | 0.02% | 133 |
|
Other funds holding AVGO
Greenwich Wealth Management's AVGO Position: Q2 2026 in Review
Greenwich Wealth Management reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $716K and leaving 13,708 shares worth $5.18M. The position accounts for 0.19% of the portfolio, ranked #65.
Greenwich Wealth Management first reported a position in AVGO in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.25M in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Greenwich Wealth Management held 13,708 shares of Broadcom worth $5.18M as of Q2 2026.
- Greenwich Wealth Management sold 1,785 Broadcom shares in Q2 2026, an estimated $716K.
- Broadcom made up 0.19% of Greenwich Wealth Management's portfolio in Q2 2026, its #65 holding.
- Greenwich Wealth Management first reported a position in Broadcom in Q2 2013 and has held it in 29 quarters since.
- Greenwich Wealth Management's Broadcom position peaked at $5.25M in Q4 2025.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.