MWM
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Meridian Wealth Management’s Broadcom AVGO Stock Holding History

Meridian 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 		$51.6M Buy
136,509
+3,671
+3% +$1.47M 1.59% 11
2026
Q1 		$41.1M Buy
132,838
+208
+0.2% +$68.4K 1.44% 10
2025
Q4 		$45.9M Buy
132,630
+7,087
+6% +$2.53M 1.62% 10
2025
Q3 		$41.4M Buy
125,543
+13,489
+12% +$4.14M 1.59% 9
2025
Q2 		$30.9M Buy
112,054
+35,628
+47% +$7.74M 1.32% 11
2025
Q1 		$12.8M Buy
76,426
+3,813
+5% +$807K 0.62% 30
2024
Q4 		$16.8M Buy
72,613
+7,278
+11% +$1.35M 0.8% 19
2024
Q3 		$11.3M Sell
65,335
-2,295
-3% -$368K 0.55% 36
2024
Q2 		$10.9M Buy
+67,630
New +$9.48M 1.3% 14
2024
Q1 		– Sell
-102,680
Closed -$11.3M – 213
2023
Q4 		$11.3M Buy
102,680
+47,460
+86% +$4.49M 0.72% 21
2023
Q3 		$4.61M Buy
55,220
+350
+0.6% +$30.3K 0.28% 73
2023
Q2 		$4.76M Sell
54,870
-14,050
-20% -$1M 0.4% 48
2023
Q1 		$4.42M Sell
68,920
-420
-0.6% -$25.3K 0.39% 53
2022
Q4 		$3.88M Sell
69,340
-2,370
-3% -$119K 0.38% 58
2022
Q3 		$3.18M Buy
71,710
+12,100
+20% +$618K 0.34% 65
2022
Q2 		$2.9M Buy
59,610
+42,180
+242% +$2.37M 0.24% 103
2022
Q1 		$1.1M Buy
17,430
+13,270
+319% +$788K 0.12% 146
2021
Q4 		$277K Buy
4,160
+30
+0.7% +$1.69K 0.03% 331
2021
Q3 		$200K Buy
+4,130
New +$201K 0.02% 378
2019
Q3 		– Sell
-2,200
Closed -$633 – 219
2019
Q2 		$633 Sell
2,200
-16,930
-88% -$493K 0.03% 336
2019
Q1 		$575K Buy
19,130
+1,800
+10% +$48.8K 0.26% 74
2018
Q4 		$441K Sell
17,330
-220
-1% -$5.19K 0.26% 76
2018
Q3 		$433K Buy
+17,550
New +$394K 0.19% 98

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Meridian Wealth Management increased its Broadcom (AVGO) stake by 2.8% in Q2 2026, buying an estimated $1.47M and bringing the position to 136,509 shares worth $51.6M. The position accounts for 1.59% of the portfolio, ranked #11.

Meridian Wealth Management first reported a position in AVGO in Q3 2018 and has held it in 23 quarters since. 3,167 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Meridian Wealth Management held 136,509 shares of Broadcom worth $51.6M as of Q2 2026.
  • Meridian Wealth Management bought 3,671 Broadcom shares in Q2 2026, an estimated $1.47M.
  • Broadcom made up 1.59% of Meridian Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Meridian Wealth Management first reported a position in Broadcom in Q3 2018 and has held it in 23 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.