JAG
AVGO icon

Journey Advisory Group’s Broadcom AVGO Stock Holding History

Journey Advisory Group’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 		$21M Sell
55,706
-2,214
-4% -$888K 1.61% 15
2026
Q1 		$17.9M Sell
57,920
-2,304
-4% -$758K 1.53% 18
2025
Q4 		$20.8M Sell
60,224
-6,720
-10% -$2.4M 1.75% 12
2025
Q3 		$22.1M Buy
66,944
+1,194
+2% +$366K 1.64% 11
2025
Q2 		$18.1M Buy
65,750
+266
+0.4% +$57.8K 1.41% 12
2025
Q1 		$11M Buy
65,484
+57,977
+772% +$12.3M 0.9% 27
2024
Q4 		$12.1M Hold
7,507
– – 1.44% 21
2024
Q3 		$12.1M Sell
7,507
-68,213
-90% -$10.9M 1.44% 21
2024
Q2 		$12.2M Sell
75,720
-2,400
-3% -$336K 1.45% 20
2024
Q1 		$10.4M Buy
78,120
+4,020
+5% +$498K 1.28% 22
2023
Q4 		$8.27M Buy
74,100
+1,240
+2% +$117K 1.12% 26
2023
Q3 		$6.05M Sell
72,860
-330
-0.5% -$28.6K 0.9% 31
2023
Q2 		$6.35M Buy
73,190
+6,600
+10% +$471K 0.94% 30
2023
Q1 		$4.27M Buy
66,590
+15,270
+30% +$919K 0.67% 42
2022
Q4 		$2.87M Buy
51,320
+2,210
+5% +$111K 0.71% 35
2022
Q3 		$2.18M Buy
49,110
+4,690
+11% +$240K 0.56% 48
2022
Q2 		$2.38M Buy
44,420
+11,340
+34% +$636K 0.55% 47
2022
Q1 		$2.08M Buy
33,080
+4,010
+14% +$238K 0.53% 50
2021
Q4 		$1.93M Buy
29,070
+5,740
+25% +$323K 0.53% 48
2021
Q3 		$1.13M Buy
23,330
+7,120
+44% +$346K 0.37% 63
2021
Q2 		$773K Buy
16,210
+2,380
+17% +$110K 0.25% 90
2021
Q1 		$641K Buy
13,830
+1,150
+9% +$53.2K 0.22% 94
2020
Q4 		$555K Buy
+12,680
New +$494K 0.21% 95

Other funds holding AVGO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Advisory Group's AVGO Position: Q2 2026 in Review

Journey Advisory Group reduced its Broadcom (AVGO) stake by 3.8% in Q2 2026, selling an estimated $888K and leaving 55,706 shares worth $21M. The position accounts for 1.61% of the portfolio, ranked #15.

Journey Advisory Group first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.1M in Q3 2025. 2,991 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Journey Advisory Group held 55,706 shares of Broadcom worth $21M as of Q2 2026.
  • Journey Advisory Group sold 2,214 Broadcom shares in Q2 2026, an estimated $888K.
  • Broadcom made up 1.61% of Journey Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Journey Advisory Group first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Broadcom position peaked at $22.1M in Q3 2025.
  • 2,991 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.