Magnolia Wealth Management’s Broadcom AVGO Stock Holding History

Magnolia 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	–	Sell	-80	Closed	-$24.8K	–	28
2026 Q1	$24.8K	Buy	+80	New	+$26.3K	0.01%	94

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

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

Magnolia Wealth Management sold out of Broadcom (AVGO) in Q2 2026, closing a stake of 80 shares — an estimated $24.8K sold.

Magnolia Wealth Management first reported a position in AVGO in Q1 2026 and held it in 1 quarter. The position peaked at $24.8K in Q1 2026. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Magnolia Wealth Management reported no remaining Broadcom position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 80 Broadcom shares in Q2 2026, an estimated $24.8K.
Magnolia Wealth Management first reported a position in Broadcom in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's Broadcom position peaked at $24.8K in Q1 2026.
4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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