HWA
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HHM Wealth Advisors’s Broadcom AVGO Stock Holding History

HHM Wealth Advisors’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 		$1.11M Buy
2,935
+397
+16% +$159K 0.11% 75
2026
Q1 		$785K Buy
2,538
+485
+24% +$160K 0.09% 83
2025
Q4 		$710K Buy
2,053
+123
+6% +$44K 0.08% 90
2025
Q3 		$637K Sell
1,930
-195
-9% -$59.8K 0.07% 100
2025
Q2 		$586K Sell
2,125
-135
-6% -$29.3K 0.07% 102
2025
Q1 		$378K Buy
2,260
+570
+34% +$121K 0.05% 126
2024
Q4 		$392K Buy
1,690
+760
+82% +$141K 0.05% 125
2024
Q3 		$160K Buy
930
+330
+55% +$52.9K 0.02% 202
2024
Q2 		$96.3K Sell
600
-140
-19% -$19.6K 0.01% 252
2024
Q1 		$98.1K Buy
740
+420
+131% +$52K 0.02% 208
2023
Q4 		$35.7K Hold
320
– – 0.01% 335
2023
Q3 		$26.6K Hold
320
– – 0.01% 359
2023
Q2 		$27.8K Sell
320
-90
-22% -$6.42K 0.01% 377
2023
Q1 		$26.3K Sell
410
-90
-18% -$5.42K 0.01% 376
2022
Q4 		$28K Buy
500
+10
+2% +$501 0.01% 319
2022
Q3 		$22K Sell
490
-500
-51% -$25.5K 0.01% 338
2022
Q2 		$48K Buy
990
+340
+52% +$19.1K 0.01% 281
2022
Q1 		$41K Hold
650
– – 0.01% 336
2021
Q4 		$43K Hold
650
– – 0.01% 324
2021
Q3 		$32K Hold
650
– – 0.01% 352
2021
Q2 		$31K Sell
650
-10
-2% -$463 0.01% 348
2021
Q1 		$31K Hold
660
– – 0.01% 334
2020
Q4 		$29K Sell
660
-1,730
-72% -$67.4K 0.01% 318
2020
Q3 		$87K Hold
2,390
– – 0.03% 168
2020
Q2 		$75K Buy
2,390
+1,160
+94% +$32.5K 0.03% 183
2020
Q1 		$29K Buy
+1,230
New +$34.7K 0.01% 264

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

HHM Wealth Advisors's AVGO Position: Q2 2026 in Review

HHM Wealth Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $159K and bringing the position to 2,935 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #75.

HHM Wealth Advisors first reported a position in AVGO in Q1 2020 and has held it in 26 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • HHM Wealth Advisors held 2,935 shares of Broadcom worth $1.11M as of Q2 2026.
  • HHM Wealth Advisors bought 397 Broadcom shares in Q2 2026, an estimated $159K.
  • Broadcom made up 0.11% of HHM Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • HHM Wealth Advisors first reported a position in Broadcom in Q1 2020 and has held it in 26 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.