Jeppson Wealth Management
AVGO icon

Jeppson Wealth Management’s Broadcom AVGO Stock Holding History

Jeppson 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
Q3 		$4.65M Buy
13,246
+421
+3% +$158K 1.33% 13
2026
Q2 		$4.84M Sell
12,825
-19
-0.1% -$7.62K 1.43% 11
2026
Q1 		$3.98M Sell
12,844
-328
-2% -$108K 1.25% 15
2025
Q4 		$4.56M Buy
13,172
+7
+0.1% +$2.5K 1.44% 13
2025
Q3 		$4.34M Sell
13,165
-124
-0.9% -$38K 1.39% 13
2025
Q2 		$3.66M Buy
13,289
+48
+0.4% +$10.4K 1.27% 16
2025
Q1 		$2.22M Buy
13,241
+599
+5% +$127K 0.81% 28
2024
Q4 		$2.93M Sell
12,642
-132
-1% -$24.4K 1.06% 18
2024
Q3 		$2.2M Buy
12,774
+134
+1% +$21.5K 0.79% 29
2024
Q2 		$2.03M Sell
12,640
-20
-0.2% -$2.8K 0.77% 29
2024
Q1 		$1.68M Sell
12,660
-170
-1% -$21.1K 0.65% 39
2023
Q4 		$1.43M Buy
12,830
+990
+8% +$93.7K 0.59% 46
2023
Q3 		$983K Sell
11,840
-70
-0.6% -$6.07K 0.45% 59
2023
Q2 		$1.03M Sell
11,910
-480
-4% -$34.2K 0.45% 59
2023
Q1 		$795K Sell
12,390
-150
-1% -$9.02K 0.35% 70
2022
Q4 		$701K Buy
12,540
+4,050
+48% +$203K 0.29% 78
2022
Q3 		$377K Buy
+8,490
New +$434K 0.17% 121
2020
Q4 		– Sell
-630
Closed -$23K – 154
2020
Q3 		$23K Buy
+630
New +$21.1K 0.02% 316

Other funds holding AVGO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jeppson Wealth Management's AVGO Position: Q3 2026 in Review

Jeppson Wealth Management increased its Broadcom (AVGO) stake by 3.3% in Q3 2026, buying an estimated $158K and bringing the position to 13,246 shares worth $4.65M. The position accounts for 1.33% of the portfolio, ranked #13.

Jeppson Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.84M in Q2 2026. 1,568 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Jeppson Wealth Management held 13,246 shares of Broadcom worth $4.65M as of Q3 2026.
  • Jeppson Wealth Management bought 421 Broadcom shares in Q3 2026, an estimated $158K.
  • Broadcom made up 1.33% of Jeppson Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Jeppson Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 18 quarters since.
  • Jeppson Wealth Management's Broadcom position peaked at $4.84M in Q2 2026.
  • 1,568 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.