JWCA
AVGO icon

J.W. Coons Advisors’s Broadcom AVGO Stock Holding History

J.W. Coons 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
2025
Q2 		$2.76M Sell
10,027
-1,054
-10% -$229K 0.63% 47
2025
Q1 		$1.86M Sell
11,081
-1,117
-9% -$236K 0.49% 57
2024
Q4 		$2.83M Sell
12,198
-901
-7% -$167K 0.73% 40
2024
Q3 		$2.26M Sell
13,099
-321
-2% -$51.5K 0.56% 48
2024
Q2 		$2.15M Sell
13,420
-160
-1% -$22.4K 0.52% 46
2024
Q1 		$1.8M Sell
13,580
-520
-4% -$64.4K 0.41% 55
2023
Q4 		$1.57M Buy
14,100
+690
+5% +$65.3K 0.43% 57
2023
Q3 		$1.11M Buy
13,410
+650
+5% +$56.3K 0.32% 77
2023
Q2 		$1.11M Buy
12,760
+170
+1% +$12.1K 0.3% 78
2023
Q1 		$808K Buy
12,590
+250
+2% +$15K 0.23% 101
2022
Q4 		$690K Buy
12,340
+1,750
+17% +$87.7K 0.21% 114
2022
Q3 		$470K Sell
10,590
-430
-4% -$22K 0.18% 135
2022
Q2 		$536K Sell
11,020
-1,600
-13% -$89.8K 0.19% 133
2022
Q1 		$793K Sell
12,620
-1,940
-13% -$115K 0.24% 113
2021
Q4 		$969K Sell
14,560
-1,200
-8% -$67.5K 0.29% 87
2021
Q3 		$763K Buy
15,760
+1,400
+10% +$68.1K 0.26% 97
2021
Q2 		$684K Buy
14,360
+2,330
+19% +$108K 0.24% 108
2021
Q1 		$557K Buy
12,030
+2,050
+21% +$94.8K 0.2% 128
2020
Q4 		$437K Buy
9,980
+2,410
+32% +$94K 0.17% 137
2020
Q3 		$277K Buy
+7,570
New +$254K 0.12% 158

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J.W. Coons Advisors's AVGO Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Broadcom (AVGO) stake by 9.5% in Q2 2025, selling an estimated $229K and leaving 10,027 shares worth $2.76M. The position accounts for 0.63% of the portfolio, ranked #47.

J.W. Coons Advisors first reported a position in AVGO in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.83M in Q4 2024. 4,083 funds tracked by Wall St. Rank hold AVGO as of Q2 2025.

  • J.W. Coons Advisors held 10,027 shares of Broadcom worth $2.76M as of Q2 2025.
  • J.W. Coons Advisors sold 1,054 Broadcom shares in Q2 2025, an estimated $229K.
  • Broadcom made up 0.63% of J.W. Coons Advisors's portfolio in Q2 2025, its #47 holding.
  • J.W. Coons Advisors first reported a position in Broadcom in Q3 2020 and has held it in 20 quarters since.
  • J.W. Coons Advisors's Broadcom position peaked at $2.83M in Q4 2024.
  • 4,083 funds tracked by Wall St. Rank held Broadcom as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.