MWM
AVGO icon

Melfa Wealth Management’s Broadcom AVGO Stock Holding History

Melfa 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 		$1.39M Buy
3,680
+550
+18% +$221K 0.75% 33
2026
Q1 		$969K Buy
3,130
+7
+0.2% +$2.3K 0.56% 44
2025
Q4 		$1.08M Buy
3,123
+15
+0.5% +$5.36K 0.62% 41
2025
Q3 		$1.03M Sell
3,108
-100
-3% -$30.7K 0.6% 41
2025
Q2 		$884K Hold
3,208
– – 0.56% 46
2025
Q1 		$537K Buy
3,208
+108
+3% +$22.9K 0.36% 72
2024
Q4 		$719K Hold
3,100
– – 0.48% 54
2024
Q3 		$535K Sell
3,100
-50
-2% -$8.02K 0.35% 72
2024
Q2 		$506K Buy
3,150
+100
+3% +$14K 0.35% 72
2024
Q1 		$404K Buy
+3,050
New +$378K 0.29% 89

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

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

Melfa Wealth Management increased its Broadcom (AVGO) stake by 18% in Q2 2026, buying an estimated $221K and bringing the position to 3,680 shares worth $1.39M. The position accounts for 0.75% of the portfolio, ranked #33.

Melfa Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Melfa Wealth Management held 3,680 shares of Broadcom worth $1.39M as of Q2 2026.
  • Melfa Wealth Management bought 550 Broadcom shares in Q2 2026, an estimated $221K.
  • Broadcom made up 0.75% of Melfa Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Melfa Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.