JTWM
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Jackson Thornton Wealth Management’s Broadcom AVGO Stock Holding History

Jackson Thornton 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
2026
Q2 		$3.01M Buy
7,970
+1,525
+24% +$611K 0.24% 36
2026
Q1 		$2.39M Buy
6,445
+839
+15% +$276K 0.22% 35
2025
Q4 		$1.93M Sell
5,606
-430
-7% -$154K 0.18% 37
2025
Q3 		$2.09M Buy
6,036
+1,553
+35% +$476K 0.21% 31
2025
Q2 		$1.22M Buy
4,483
+279
+7% +$60.6K 0.14% 36
2025
Q1 		$719K Buy
4,204
+63
+2% +$13.3K 0.1% 43
2024
Q4 		$960K Buy
4,141
+797
+24% +$147K 0.12% 38
2024
Q3 		$577K Sell
3,344
-156
-4% -$25K 0.08% 39
2024
Q2 		$562K Sell
3,500
-30
-0.8% -$4.2K 0.09% 37
2024
Q1 		$468K Hold
3,530
– – 0.08% 34
2023
Q4 		$394K Buy
3,530
+410
+13% +$38.8K 0.07% 35
2023
Q3 		$259K Hold
3,120
– – 0.05% 35
2023
Q2 		$271K Buy
+3,120
New +$223K 0.05% 35

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

Jackson Thornton Wealth Management's AVGO Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Broadcom (AVGO) stake by 24% in Q2 2026, buying an estimated $611K and bringing the position to 7,970 shares worth $3.01M. The position accounts for 0.24% of the portfolio, ranked #36.

Jackson Thornton Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jackson Thornton Wealth Management held 7,970 shares of Broadcom worth $3.01M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,525 Broadcom shares in Q2 2026, an estimated $611K.
  • Broadcom made up 0.24% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Jackson Thornton Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.