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Momentum Wealth Planning’s Broadcom AVGO Stock Holding History

Momentum Wealth Planning’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 		$252K Sell
667
-241
-27% -$96.6K 0.18% 35
2026
Q1 		$281K Sell
908
-7,446
-89% -$2.45M 0.25% 31
2025
Q4 		$2.89M Buy
8,354
+7,157
+598% +$2.56M 2.26% 13
2025
Q3 		$395K Sell
1,197
-16,291
-93% -$5M 0.31% 31
2025
Q2 		$4.82M Buy
+17,488
New +$3.8M 4.1% 5

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

Momentum Wealth Planning's AVGO Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Broadcom (AVGO) stake by 27% in Q2 2026, selling an estimated $96.6K and leaving 667 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #35.

Momentum Wealth Planning first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.82M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Momentum Wealth Planning held 667 shares of Broadcom worth $252K as of Q2 2026.
  • Momentum Wealth Planning sold 241 Broadcom shares in Q2 2026, an estimated $96.6K.
  • Broadcom made up 0.18% of Momentum Wealth Planning's portfolio in Q2 2026, its #35 holding.
  • Momentum Wealth Planning first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Broadcom position peaked at $4.82M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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