IPW
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Inlet Private Wealth’s Broadcom AVGO Stock Holding History

Inlet Private Wealth’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 		$1.84M Sell
4,883
-35
-0.7% -$14K 0.45% 65
2026
Q1 		$1.52M Hold
4,918
– – 0.39% 71
2025
Q4 		$1.7M Hold
4,918
– – 0.39% 67
2025
Q3 		$1.62M Buy
4,918
+101
+2% +$31K 0.37% 72
2025
Q2 		$1.33M Hold
4,817
– – 0.33% 76
2025
Q1 		$806K Hold
4,817
– – 0.21% 88
2024
Q4 		$1.12M Sell
4,817
-65
-1% -$12K 0.3% 78
2024
Q3 		$842K Sell
4,882
-498
-9% -$79.8K 0.21% 88
2024
Q2 		$864K Buy
5,380
+140
+3% +$19.6K 0.24% 82
2024
Q1 		$695K Sell
5,240
-750
-13% -$92.9K 0.19% 90
2023
Q4 		$669K Sell
5,990
-500
-8% -$47.3K 0.2% 89
2023
Q3 		$539K Sell
6,490
-4,320
-40% -$374K 0.18% 92
2023
Q2 		$937K Sell
10,810
-1,000
-8% -$71.3K 0.24% 79
2023
Q1 		$757K Hold
11,810
– – 0.2% 83
2022
Q4 		$660K Hold
11,810
– – 0.17% 84
2022
Q3 		$524K Buy
11,810
+530
+5% +$27.1K 0.16% 90
2022
Q2 		$548K Buy
11,280
+20
+0.2% +$1.12K 0.16% 93
2022
Q1 		$709K Buy
11,260
+10
+0.1% +$594 0.18% 91
2021
Q4 		$748K Buy
11,250
+10
+0.1% +$562 0.18% 93
2021
Q3 		$545K Hold
11,240
– – 0.15% 99
2021
Q2 		$536K Hold
11,240
– – 0.14% 98
2021
Q1 		$521K Sell
11,240
-250
-2% -$11.6K 0.15% 95
2020
Q4 		$503K Hold
11,490
– – 0.16% 93
2020
Q3 		$419K Buy
11,490
+5,000
+77% +$167K 0.16% 94
2020
Q2 		$205K Buy
+6,490
New +$182K 0.08% 125

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

Inlet Private Wealth's AVGO Position: Q2 2026 in Review

Inlet Private Wealth reduced its Broadcom (AVGO) stake by 0.71% in Q2 2026, selling an estimated $14K and leaving 4,883 shares worth $1.84M. The position accounts for 0.45% of the portfolio, ranked #65.

Inlet Private Wealth first reported a position in AVGO in Q2 2020 and has held it in 25 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Inlet Private Wealth held 4,883 shares of Broadcom worth $1.84M as of Q2 2026.
  • Inlet Private Wealth sold 35 Broadcom shares in Q2 2026, an estimated $14K.
  • Broadcom made up 0.45% of Inlet Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Inlet Private Wealth first reported a position in Broadcom in Q2 2020 and has held it in 25 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.