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Jamison Private Wealth Management’s Broadcom AVGO Stock Holding History

Jamison Private 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 		$18.8M Buy
49,707
+314
+0.6% +$126K 1.9% 12
2026
Q1 		$15.3M Buy
49,393
+871
+2% +$287K 1.86% 12
2025
Q4 		$16.8M Sell
48,522
-112
-0.2% -$40.1K 2.04% 10
2025
Q3 		$16M Buy
48,634
+236
+0.5% +$72.4K 2.03% 10
2025
Q2 		$13.3M Buy
48,398
+1,019
+2% +$221K 1.92% 11
2025
Q1 		$7.93M Sell
47,379
-366
-0.8% -$77.5K 1.21% 31
2024
Q4 		$11.1M Buy
47,745
+756
+2% +$140K 1.63% 16
2024
Q3 		$8.11M Buy
46,989
+1,519
+3% +$244K 1.23% 28
2024
Q2 		$7.3M Buy
45,470
+790
+2% +$111K 1.21% 28
2024
Q1 		$5.92M Buy
44,680
+150
+0.3% +$18.6K 1% 35
2023
Q4 		$4.97M Hold
44,530
– – 0.93% 35
2023
Q3 		$3.7M Buy
+44,530
New +$3.86M 0.76% 41

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

Jamison Private Wealth Management's AVGO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Broadcom (AVGO) stake by 0.64% in Q2 2026, buying an estimated $126K and bringing the position to 49,707 shares worth $18.8M. The position accounts for 1.9% of the portfolio, ranked #12.

Jamison Private Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jamison Private Wealth Management held 49,707 shares of Broadcom worth $18.8M as of Q2 2026.
  • Jamison Private Wealth Management bought 314 Broadcom shares in Q2 2026, an estimated $126K.
  • Broadcom made up 1.9% of Jamison Private Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Jamison Private Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.