JFG
AVGO icon

JDM Financial Group’s Broadcom AVGO Stock Holding History

JDM Financial Group’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 		$196K Buy
520
+1
+0.2% +$401 0.07% 62
2026
Q1 		$161K Buy
519
+81
+18% +$26.7K 0.06% 62
2025
Q4 		$152K Hold
438
– – 0.06% 68
2025
Q3 		$145K Buy
438
+40
+10% +$12.3K 0.06% 62
2025
Q2 		$110K Buy
398
+70
+21% +$15.2K 0.05% 61
2025
Q1 		$54.9K Buy
328
+198
+152% +$41.9K 0.03% 86
2024
Q4 		$30.1K Sell
130
-55
-30% -$10.2K 0.02% 110
2024
Q3 		$31.9K Buy
185
+55
+42% +$8.82K 0.02% 108
2024
Q2 		$20.9K Hold
130
– – 0.01% 110
2024
Q1 		$17.2K Hold
130
– – 0.01% 115
2023
Q4 		$14.5K Hold
130
– – 0.01% 114
2023
Q3 		$10.8K Hold
130
– – 0.01% 120
2023
Q2 		$11.3K Hold
130
– – 0.01% 124
2023
Q1 		$8.34K Hold
130
– – 0.01% 149
2022
Q4 		$7.27K Buy
+130
New +$6.52K 0.01% 154

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

JDM Financial Group's AVGO Position: Q2 2026 in Review

JDM Financial Group increased its Broadcom (AVGO) stake by 0.19% in Q2 2026, buying an estimated $401 and bringing the position to 520 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #62.

JDM Financial Group first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • JDM Financial Group held 520 shares of Broadcom worth $196K as of Q2 2026.
  • JDM Financial Group bought 1 Broadcom share in Q2 2026, an estimated $401.
  • Broadcom made up 0.07% of JDM Financial Group's portfolio in Q2 2026, its #62 holding.
  • JDM Financial Group first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.