HWM
AVGO icon

HB Wealth Management’s Broadcom AVGO Stock Holding History

HB 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 		$102M Buy
270,850
+4,815
+2% +$1.93M 0.57% 27
2026
Q1 		$82.3M Buy
266,035
+19,305
+8% +$6.35M 0.53% 29
2025
Q4 		$85.4M Buy
246,730
+13,662
+6% +$4.89M 0.55% 27
2025
Q3 		$76.9M Buy
233,068
+20,142
+9% +$6.18M 0.52% 29
2025
Q2 		$58.7M Buy
212,926
+17,924
+9% +$3.89M 0.47% 32
2025
Q1 		$32.6M Buy
195,002
+53,767
+38% +$11.4M 0.27% 51
2024
Q4 		$32.8M Buy
141,235
+17,903
+15% +$3.31M 0.33% 35
2024
Q3 		$21.3M Buy
123,332
+23,992
+24% +$3.85M 0.23% 48
2024
Q2 		$15.9M Buy
99,340
+22,150
+29% +$3.1M 0.19% 59
2024
Q1 		$10.2M Buy
77,190
+6,950
+10% +$861K 0.13% 82
2023
Q4 		$7.84M Buy
70,240
+5,340
+8% +$506K 0.11% 95
2023
Q3 		$5.39M Buy
64,900
+13,230
+26% +$1.15M 0.09% 118
2023
Q2 		$4.48M Buy
51,670
+4,720
+10% +$337K 0.07% 135
2023
Q1 		$3.01M Buy
46,950
+3,420
+8% +$206K 0.05% 159
2022
Q4 		$2.43M Buy
43,530
+12,010
+38% +$602K 0.04% 179
2022
Q3 		$1.4M Buy
31,520
+2,050
+7% +$105K 0.03% 216
2022
Q2 		$1.43M Buy
29,470
+5,480
+23% +$308K 0.03% 209
2022
Q1 		$1.51M Buy
23,990
+3,160
+15% +$188K 0.03% 218
2021
Q4 		$1.39M Buy
+20,830
New +$1.17M 0.03% 198

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

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

HB Wealth Management increased its Broadcom (AVGO) stake by 1.8% in Q2 2026, buying an estimated $1.93M and bringing the position to 270,850 shares worth $102M. The position accounts for 0.57% of the portfolio, ranked #27.

HB Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HB Wealth Management held 270,850 shares of Broadcom worth $102M as of Q2 2026.
  • HB Wealth Management bought 4,815 Broadcom shares in Q2 2026, an estimated $1.93M.
  • Broadcom made up 0.57% of HB Wealth Management's portfolio in Q2 2026, its #27 holding.
  • HB Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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