Iron Horse Wealth Management’s Broadcom AVGO Stock Holding History

Iron Horse 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
2025 Q2	$118K	Hold	427	–	–	0.03%	82
2025 Q1	$71.5K	Buy	427 +144	+51%	+$30.5K	0.02%	101
2024 Q4	$65.5K	Buy	283 +1	+0.4%	+$185	0.02%	95
2024 Q3	$48.7K	Buy	282 +202	+253%	+$32.4K	0.02%	113
2024 Q2	$12.8K	Hold	80	–	–	﹤0.01%	197
2024 Q1	$10.6K	Hold	80	–	–	﹤0.01%	190
2023 Q4	$8.93K	Hold	80	–	–	﹤0.01%	203
2023 Q3	$6.64K	Buy	+80	New	+$6.93K	﹤0.01%	230

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iron Horse Wealth Management's AVGO Position: Q2 2025 in Review

Iron Horse Wealth Management held its Broadcom (AVGO) position steady in Q2 2025 at 427 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #82.

Iron Horse Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 8 quarters since. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

Iron Horse Wealth Management held 427 shares of Broadcom worth $118K as of Q2 2025.
Iron Horse Wealth Management left its Broadcom share count unchanged in Q2 2025.
Broadcom made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #82 holding.
Iron Horse Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 8 quarters since.
4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.