JPL Wealth Management’s Broadcom AVGO Stock Holding History

JPL 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	$14.1M	Sell	37,357 -1,881	-5%	-$754K	2.8%	5
2026 Q1	$12.1M	Sell	39,238 -2,833	-7%	-$932K	2.79%	4
2025 Q4	$14.6M	Sell	42,071 -3,938	-9%	-$1.41M	3.55%	3
2025 Q3	$15.2M	Sell	46,009 -1,355	-3%	-$416K	3.6%	3
2025 Q2	$13.1M	Sell	47,364 -2,413	-5%	-$524K	3.52%	3
2025 Q1	$8.33M	Sell	49,777 -8,325	-14%	-$1.76M	2.38%	5
2024 Q4	$13.5M	Buy	+58,102	New	+$10.7M	3.86%	2
2024 Q2	$7.41M	Buy	46,130 +5,610	+14%	+$786K	3.63%	2
2024 Q1	$5.37M	Buy	40,520 +5,220	+15%	+$647K	2.96%	2
2023 Q4	$3.94M	Buy	+35,300	New	+$3.34M	2.84%	2

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JPL Wealth Management reduced its Broadcom (AVGO) stake by 4.8% in Q2 2026, selling an estimated $754K and leaving 37,357 shares worth $14.1M. The position accounts for 2.8% of the portfolio, ranked #5.

JPL Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

JPL Wealth Management held 37,357 shares of Broadcom worth $14.1M as of Q2 2026.
JPL Wealth Management sold 1,881 Broadcom shares in Q2 2026, an estimated $754K.
Broadcom made up 2.8% of JPL Wealth Management's portfolio in Q2 2026, its #5 holding.
JPL Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Broadcom position peaked at $15.2M in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.