JWBC
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J.W. Burns & Co’s Broadcom AVGO Stock Holding History

J.W. Burns & Co’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 		$7.4M Buy
19,593
+2,672
+16% +$1.07M 0.77% 37
2026
Q1 		$5.24M Sell
16,921
-475
-3% -$156K 0.6% 46
2025
Q4 		$6.02M Buy
17,396
+768
+5% +$275K 0.67% 42
2025
Q3 		$5.49M Buy
16,628
+243
+1% +$74.5K 0.62% 43
2025
Q2 		$4.52M Buy
16,385
+5,430
+50% +$1.18M 0.55% 45
2025
Q1 		$1.83M Buy
10,955
+1,775
+19% +$376K 0.24% 75
2024
Q4 		$2.13M Buy
9,180
+2,190
+31% +$405K 0.27% 69
2024
Q3 		$1.21M Buy
6,990
+5,060
+262% +$811K 0.16% 88
2024
Q2 		$310K Hold
1,930
– – 0.04% 157
2024
Q1 		$256K Buy
1,930
+20
+1% +$2.48K 0.04% 171
2023
Q4 		$213K Buy
+1,910
New +$181K 0.03% 176

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

J.W. Burns & Co's AVGO Position: Q2 2026 in Review

J.W. Burns & Co increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $1.07M and bringing the position to 19,593 shares worth $7.4M. The position accounts for 0.77% of the portfolio, ranked #37.

J.W. Burns & Co first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • J.W. Burns & Co held 19,593 shares of Broadcom worth $7.4M as of Q2 2026.
  • J.W. Burns & Co bought 2,672 Broadcom shares in Q2 2026, an estimated $1.07M.
  • Broadcom made up 0.77% of J.W. Burns & Co's portfolio in Q2 2026, its #37 holding.
  • J.W. Burns & Co first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.