JWM
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Jackson Wealth Management’s Broadcom AVGO Stock Holding History

Jackson 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 		$5.38M Sell
14,243
-148,217
-91% -$59.4M 3.17% 6
2026
Q1 		$50.3M Sell
162,460
-3,700
-2% -$1.22M 5.17% 4
2025
Q4 		$57.5M Sell
166,160
-3,221
-2% -$1.15M 5.6% 3
2025
Q3 		$55.9M Sell
169,381
-626
-0.4% -$192K 5.59% 3
2025
Q2 		$46.9M Sell
170,007
-5,809
-3% -$1.26M 5.1% 4
2025
Q1 		$29.4M Sell
175,816
-5,398
-3% -$1.14M 3.58% 6
2024
Q4 		$42M Sell
181,214
-913
-0.5% -$169K 4.76% 5
2024
Q3 		$31.4M Buy
182,127
+76,447
+72% +$12.3M 3.75% 7
2024
Q2 		$17M Sell
105,680
-77,440
-42% -$10.9M 3.64% 6
2024
Q1 		$24.3M Buy
183,120
+3,860
+2% +$478K 3.03% 7
2023
Q4 		$20M Buy
179,260
+1,940
+1% +$184K 2.63% 7
2023
Q3 		$14.7M Buy
177,320
+3,010
+2% +$261K 2.11% 8
2023
Q2 		$15.1M Buy
+174,310
New +$12.4M 2.22% 8
2023
Q1 		– Sell
-82,730
Closed -$4.63M – 135
2022
Q4 		$4.63M Sell
82,730
-132,340
-62% -$6.64M 1.7% 21
2022
Q3 		$9.55M Buy
215,070
+157,090
+271% +$8.03M 1.88% 13
2022
Q2 		$2.82M Sell
57,980
-86,050
-60% -$4.83M 1.31% 22
2022
Q1 		$9.07M Buy
144,030
+33,150
+30% +$1.97M 1.26% 22
2021
Q4 		$7.38M Buy
110,880
+300
+0.3% +$16.9K 0.93% 32
2021
Q3 		$121K Buy
110,580
+80
+0.1% +$3.89K 1.47% 15
2021
Q2 		$5.27M Sell
110,500
-670
-0.6% -$31K 0.67% 43
2021
Q1 		$5.15M Sell
111,170
-490
-0.4% -$22.7K 0.77% 38
2020
Q4 		$4.89M Sell
111,660
-1,430
-1% -$55.7K 0.67% 40
2020
Q3 		$4.12M Buy
113,090
+4,690
+4% +$157K 0.62% 43
2020
Q2 		$3.42M Buy
108,400
+6,110
+6% +$171K 0.61% 43
2020
Q1 		$2.82M Buy
+102,290
New +$2.88M 0.59% 38

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 Wealth Management's AVGO Position: Q2 2026 in Review

Jackson Wealth Management reduced its Broadcom (AVGO) stake by 91% in Q2 2026, selling an estimated $59.4M and leaving 14,243 shares worth $5.38M. The position accounts for 3.17% of the portfolio, ranked #6.

Jackson Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 25 quarters since. The position peaked at $57.5M in Q4 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jackson Wealth Management held 14,243 shares of Broadcom worth $5.38M as of Q2 2026.
  • Jackson Wealth Management sold 148,217 Broadcom shares in Q2 2026, an estimated $59.4M.
  • Broadcom made up 3.17% of Jackson Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Jackson Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 25 quarters since.
  • Jackson Wealth Management's Broadcom position peaked at $57.5M in Q4 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.