JWWM
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Johnson & White Wealth Management's AVGO Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Broadcom (AVGO) stake by 6.6% in Q2 2026, selling an estimated $376K and leaving 13,374 shares worth $5.05M. The position accounts for 1.89% of the portfolio, ranked #15.

Johnson & White Wealth Management first reported a position in AVGO in Q3 2022 and has held it in 15 quarters since. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Johnson & White Wealth Management held 13,374 shares of Broadcom worth $5.05M as of Q2 2026.
  • Johnson & White Wealth Management sold 939 Broadcom shares in Q2 2026, an estimated $376K.
  • Broadcom made up 1.89% of Johnson & White Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Johnson & White Wealth Management first reported a position in Broadcom in Q3 2022 and has held it in 15 quarters since.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.