Martel Wealth Advisors’s Broadcom AVGO Stock Holding History

Martel Wealth Advisors’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	$857K	Buy	2,270 +310	+16%	+$124K	0.13%	31
2026 Q1	$607K	Hold	1,960	–	–	0.1%	40
2025 Q4	$678K	Hold	1,960	–	–	0.12%	36
2025 Q3	$647K	Hold	1,960	–	–	0.11%	39
2025 Q2	$540K	Hold	1,960	–	–	0.1%	42
2025 Q1	$328K	Hold	1,960	–	–	0.07%	51
2024 Q4	$454K	Hold	1,960	–	–	0.09%	49
2024 Q3	$346K	Hold	1,960	–	–	0.07%	37
2024 Q2	$315K	Hold	1,960	–	–	0.07%	39
2024 Q1	$260K	Hold	1,960	–	–	0.06%	46
2023 Q4	$219K	Buy	+1,960	New	+$186K	0.05%	51

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

Martel Wealth Advisors's AVGO Position: Q2 2026 in Review

Martel Wealth Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $124K and bringing the position to 2,270 shares worth $857K. The position accounts for 0.13% of the portfolio, ranked #31.

Martel Wealth Advisors first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Martel Wealth Advisors held 2,270 shares of Broadcom worth $857K as of Q2 2026.
Martel Wealth Advisors bought 310 Broadcom shares in Q2 2026, an estimated $124K.
Broadcom made up 0.13% of Martel Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Martel Wealth Advisors first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.