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Mark Sheptoff Financial Planning’s Broadcom AVGO Stock Holding History

Mark Sheptoff Financial Planning’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 		$142K Sell
375
-50
-12% -$20K 0.08% 114
2026
Q1 		$182K Buy
425
+159
+60% +$52.3K 0.1% 104
2025
Q4 		$92.1K Buy
266
+85
+47% +$30.4K 0.04% 150
2025
Q3 		$59.7K Hold
181
– – 0.03% 181
2025
Q2 		$49.9K Sell
181
-269
-60% -$58.4K 0.03% 187
2025
Q1 		$75.3K Buy
450
+280
+165% +$59.3K 0.04% 142
2024
Q4 		$39.5K Buy
170
+70
+70% +$12.9K 0.02% 193
2024
Q3 		$17.3K Sell
100
-750
-88% -$120K 0.01% 255
2024
Q2 		$136K Buy
+850
New +$119K 0.08% 114
2022
Q1 		– Sell
-2,100
Closed -$140K – 430
2021
Q4 		$140K Hold
2,100
– – 0.07% 122
2021
Q3 		$102K Hold
2,100
– – 0.06% 140
2021
Q2 		$100K Buy
+2,100
New +$97.3K 0.05% 139

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's AVGO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $20K and leaving 375 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #114.

Mark Sheptoff Financial Planning first reported a position in AVGO in Q2 2021 and has held it in 12 quarters since. The position peaked at $182K in Q1 2026. 4,837 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mark Sheptoff Financial Planning held 375 shares of Broadcom worth $142K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 50 Broadcom shares in Q2 2026, an estimated $20K.
  • Broadcom made up 0.08% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #114 holding.
  • Mark Sheptoff Financial Planning first reported a position in Broadcom in Q2 2021 and has held it in 12 quarters since.
  • Mark Sheptoff Financial Planning's Broadcom position peaked at $182K in Q1 2026.
  • 4,837 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.