Johnson & White Wealth Management
AVGO icon

Johnson & White Wealth Management’s Broadcom AVGO Stock Holding History

Johnson & White 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 		$4.7M Buy
13,383
+9
+0.1% +$3.39K 1.71% 16
2026
Q2 		$5.05M Sell
13,374
-939
-7% -$376K 1.89% 15
2026
Q1 		$4.43M Sell
14,313
-177
-1% -$58.2K 1.87% 15
2025
Q4 		$5.01M Sell
14,490
-781
-5% -$279K 2.18% 15
2025
Q3 		$5.04M Sell
15,271
-1,123
-7% -$345K 2.31% 14
2025
Q2 		$4.52M Sell
16,394
-502
-3% -$109K 2.28% 13
2025
Q1 		$2.83M Sell
16,896
-238
-1% -$50.4K 1.59% 19
2024
Q4 		$3.98M Sell
17,134
-250
-1% -$46.2K 2.41% 14
2024
Q3 		$3M Sell
17,384
-376
-2% -$60.3K 2.58% 15
2024
Q2 		$2.85M Buy
17,760
+1,960
+12% +$275K 2.72% 14
2024
Q1 		$2.09M Buy
15,800
+1,250
+9% +$155K 1.52% 19
2023
Q4 		$1.62M Buy
14,550
+590
+4% +$55.9K 1.35% 24
2023
Q3 		$1.16M Sell
13,960
-340
-2% -$29.5K 1.05% 27
2023
Q2 		$1.24M Sell
14,300
-170
-1% -$12.1K 1.7% 16
2023
Q1 		$928K Buy
+14,470
New +$871K 0.83% 32
2022
Q4 		– Sell
-12,650
Closed -$561K – 81
2022
Q3 		$561K Buy
+12,650
New +$646K 0.63% 36

Other funds holding AVGO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Johnson & White Wealth Management's AVGO Position: Q3 2026 in Review

Johnson & White Wealth Management increased its Broadcom (AVGO) stake by 0.07% in Q3 2026, buying an estimated $3.39K and bringing the position to 13,383 shares worth $4.7M. The position accounts for 1.71% of the portfolio, ranked #16.

Johnson & White Wealth Management first reported a position in AVGO in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.05M in Q2 2026. 3,016 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Johnson & White Wealth Management held 13,383 shares of Broadcom worth $4.7M as of Q3 2026.
  • Johnson & White Wealth Management bought 9 Broadcom shares in Q3 2026, an estimated $3.39K.
  • Broadcom made up 1.71% of Johnson & White Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Johnson & White Wealth Management first reported a position in Broadcom in Q3 2022 and has held it in 16 quarters since.
  • Johnson & White Wealth Management's Broadcom position peaked at $5.05M in Q2 2026.
  • 3,016 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.