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Meridian Wealth Partners’s Broadcom AVGO Stock Holding History

Meridian Wealth Partners’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 		$1.47M Buy
3,898
+101
+3% +$40.5K 0.18% 37
2026
Q1 		$1.18M Buy
3,797
+150
+4% +$49.4K 0.16% 38
2025
Q4 		$1.26M Sell
3,647
-16
-0.4% -$5.72K 0.17% 36
2025
Q3 		$1.21M Sell
3,663
-215
-6% -$66K 0.17% 38
2025
Q2 		$1.07M Buy
3,878
+12
+0.3% +$2.61K 0.16% 43
2025
Q1 		$647K Buy
3,866
+12
+0.3% +$2.54K 0.1% 49
2024
Q4 		$894K Sell
3,854
-373
-9% -$69K 0.14% 45
2024
Q3 		$729K Buy
4,227
+317
+8% +$50.8K 0.11% 47
2024
Q2 		$627K Buy
3,910
+410
+12% +$57.5K 0.11% 47
2024
Q1 		$464K Buy
3,500
+610
+21% +$75.6K 0.08% 60
2023
Q4 		$322K Buy
2,890
+310
+12% +$29.4K 0.06% 71
2023
Q3 		$214K Buy
2,580
+130
+5% +$11.3K 0.04% 89
2023
Q2 		$213K Buy
+2,450
New +$175K 0.04% 90
2021
Q2 		– Sell
-660
Closed -$31K – 183
2021
Q1 		$31K Buy
660
+100
+18% +$4.62K 0.01% 210
2020
Q4 		$25K Hold
560
– – 0.01% 192
2020
Q3 		$20K Buy
+560
New +$18.8K 0.01% 205

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

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

Meridian Wealth Partners increased its Broadcom (AVGO) stake by 2.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 3,898 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #37.

Meridian Wealth Partners first reported a position in AVGO in Q3 2020 and has held it in 16 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Meridian Wealth Partners held 3,898 shares of Broadcom worth $1.47M as of Q2 2026.
  • Meridian Wealth Partners bought 101 Broadcom shares in Q2 2026, an estimated $40.5K.
  • Broadcom made up 0.18% of Meridian Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Meridian Wealth Partners first reported a position in Broadcom in Q3 2020 and has held it in 16 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.