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Meramec Financial Planners’s Broadcom AVGO Stock Holding History

Meramec Financial Planners’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 		$231K Sell
602
-32
-5% -$12.8K 0.08% 114
2026
Q1 		$253K Hold
634
– – 0.1% 105
2025
Q4 		$211K Buy
+634
New +$227K 0.08% 123

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

Meramec Financial Planners's AVGO Position: Q2 2026 in Review

Meramec Financial Planners reduced its Broadcom (AVGO) stake by 5% in Q2 2026, selling an estimated $12.8K and leaving 602 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #114.

Meramec Financial Planners first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Meramec Financial Planners held 602 shares of Broadcom worth $231K as of Q2 2026.
  • Meramec Financial Planners sold 32 Broadcom shares in Q2 2026, an estimated $12.8K.
  • Broadcom made up 0.08% of Meramec Financial Planners's portfolio in Q2 2026, its #114 holding.
  • Meramec Financial Planners first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Broadcom position peaked at $253K in Q1 2026.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.