JWM
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
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

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

Jeppson Wealth Management's AVGO Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Broadcom (AVGO) stake by 0.15% in Q2 2026, selling an estimated $7.62K and leaving 12,825 shares worth $4.84M. The position accounts for 1.43% of the portfolio, ranked #11.

Jeppson Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 17 quarters since. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Jeppson Wealth Management held 12,825 shares of Broadcom worth $4.84M as of Q2 2026.
  • Jeppson Wealth Management sold 19 Broadcom shares in Q2 2026, an estimated $7.62K.
  • Broadcom made up 1.43% of Jeppson Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Jeppson Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 17 quarters since.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.