JWCA
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J.W. Cole Advisors’s Broadcom AVGO Stock Holding History

J.W. Cole 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 		$24.7M Sell
65,346
-2,670
-4% -$1.07M 0.42% 36
2026
Q1 		$21.1M Sell
68,016
-1,666
-2% -$548K 0.71% 20
2025
Q4 		$20M Sell
69,682
-6,373
-8% -$2.28M 0.49% 28
2025
Q3 		$25.1M Buy
76,055
+3,919
+5% +$1.2M 0.48% 29
2025
Q2 		$19.9M Buy
72,136
+25,234
+54% +$5.48M 0.42% 33
2025
Q1 		$7.85M Buy
46,902
+10,194
+28% +$2.16M 0.24% 79
2024
Q4 		$8.51M Buy
36,708
+839
+2% +$155K 0.34% 53
2024
Q3 		$6.19M Buy
35,869
+4,989
+16% +$800K 0.26% 82
2024
Q2 		$4.96M Buy
30,880
+5,150
+20% +$722K 0.23% 90
2024
Q1 		$3.42M Buy
25,730
+1,500
+6% +$186K 0.17% 130
2023
Q4 		$2.7M Buy
24,230
+1,100
+5% +$104K 0.16% 145
2023
Q3 		$1.92M Buy
23,130
+5,090
+28% +$441K 0.14% 162
2023
Q2 		$1.57M Sell
18,040
-4,310
-19% -$307K 0.11% 202
2023
Q1 		$1.43M Buy
22,350
+920
+4% +$55.4K 0.1% 223
2022
Q4 		$1.2M Sell
21,430
-3,070
-13% -$154K 0.09% 236
2022
Q3 		$1.09M Buy
24,500
+780
+3% +$39.8K 0.09% 245
2022
Q2 		$1.15M Sell
23,720
-870
-4% -$48.8K 0.09% 238
2022
Q1 		$1.55M Sell
24,590
-330
-1% -$19.6K 0.1% 214
2021
Q4 		$1.66M Buy
24,920
+4,710
+23% +$265K 0.11% 206
2021
Q3 		$980K Sell
20,210
-10,250
-34% -$498K 0.07% 167
2021
Q2 		$1.45M Sell
30,460
-210
-0.7% -$9.73K 0.11% 208
2021
Q1 		$1.42M Buy
30,670
+6,530
+27% +$302K 0.14% 188
2020
Q4 		$1.06M Buy
24,140
+5,510
+30% +$215K 0.11% 218
2020
Q3 		$679K Buy
+18,630
New +$624K 0.05% 336
2020
Q1 		– Sell
-23,920
Closed -$756K – 129
2019
Q4 		$756K Buy
+23,920
New +$726K 0.1% 222

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. Cole Advisors's AVGO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Broadcom (AVGO) stake by 3.9% in Q2 2026, selling an estimated $1.07M and leaving 65,346 shares worth $24.7M. The position accounts for 0.42% of the portfolio, ranked #36.

J.W. Cole Advisors first reported a position in AVGO in Q4 2019 and has held it in 25 quarters since. The position peaked at $25.1M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • J.W. Cole Advisors held 65,346 shares of Broadcom worth $24.7M as of Q2 2026.
  • J.W. Cole Advisors sold 2,670 Broadcom shares in Q2 2026, an estimated $1.07M.
  • Broadcom made up 0.42% of J.W. Cole Advisors's portfolio in Q2 2026, its #36 holding.
  • J.W. Cole Advisors first reported a position in Broadcom in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Broadcom position peaked at $25.1M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.