JWA
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JFS Wealth Advisors’s Broadcom AVGO Stock Holding History

JFS Wealth Advisors’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 		$1.3M Buy
3,449
+41
+1% +$16.4K 0.07% 145
2026
Q1 		$1.05M Sell
3,408
-88
-3% -$29K 0.06% 161
2025
Q4 		$1.21M Sell
3,496
-597
-15% -$213K 0.07% 149
2025
Q3 		$1.35M Buy
4,093
+1,210
+42% +$371K 0.08% 142
2025
Q2 		$795K Buy
2,883
+150
+5% +$32.6K 0.05% 171
2025
Q1 		$458K Buy
2,733
+87
+3% +$18.4K 0.03% 207
2024
Q4 		$614K Buy
2,646
+179
+7% +$33.1K 0.04% 174
2024
Q3 		$426K Sell
2,467
-33
-1% -$5.29K 0.03% 212
2024
Q2 		$402K Sell
2,500
-260
-9% -$36.4K 0.03% 164
2024
Q1 		$366K Buy
2,760
+270
+11% +$33.5K 0.03% 181
2023
Q4 		$278K Buy
2,490
+900
+57% +$85.2K 0.02% 200
2023
Q3 		$132K Buy
1,590
+120
+8% +$10.4K 0.01% 256
2023
Q2 		$128K Buy
1,470
+50
+4% +$3.57K 0.01% 250
2023
Q1 		$91.1K Buy
1,420
+690
+95% +$41.5K 0.01% 288
2022
Q4 		$40.8K Buy
730
+70
+11% +$3.51K ﹤0.01% 396
2022
Q3 		$29K Sell
660
-410
-38% -$20.9K ﹤0.01% 484
2022
Q2 		$52K Sell
1,070
-240
-18% -$13.5K 0.01% 390
2022
Q1 		$82K Buy
1,310
+680
+108% +$40.4K 0.01% 331
2021
Q4 		$42K Sell
630
-250
-28% -$14.1K ﹤0.01% 448
2021
Q3 		$43K Buy
+880
New +$42.8K ﹤0.01% 436
2018
Q4 		– Sell
-150
Closed -$4K – 457
2018
Q3 		$4K Buy
+150
New +$3.36K ﹤0.01% 463
2015
Q1 		– Sell
-1,200
Closed -$12K – 506
2014
Q4 		$12K Buy
+1,200
New +$10.7K ﹤0.01% 352

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

JFS Wealth Advisors's AVGO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Broadcom (AVGO) stake by 1.2% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,449 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #145.

JFS Wealth Advisors first reported a position in AVGO in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.35M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • JFS Wealth Advisors held 3,449 shares of Broadcom worth $1.3M as of Q2 2026.
  • JFS Wealth Advisors bought 41 Broadcom shares in Q2 2026, an estimated $16.4K.
  • Broadcom made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • JFS Wealth Advisors first reported a position in Broadcom in Q4 2014 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Broadcom position peaked at $1.35M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.