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Montz Harcus Wealth Management’s Broadcom AVGO Stock Holding History

Montz Harcus 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 		$941K Sell
2,490
-7
-0.3% -$2.81K 0.33% 34
2026
Q1 		$773K Sell
2,497
-28
-1% -$9.21K 0.31% 36
2025
Q4 		$874K Buy
2,525
+10
+0.4% +$3.58K 0.35% 33
2025
Q3 		$830K Buy
2,515
+23
+0.9% +$7.06K 0.36% 34
2025
Q2 		$687K Sell
2,492
-121
-5% -$26.3K 0.33% 35
2025
Q1 		$437K Sell
2,613
-48
-2% -$10.2K 0.24% 45
2024
Q4 		$617K Sell
2,661
-236
-8% -$43.6K 0.34% 34
2024
Q3 		$500K Sell
2,897
-133
-4% -$21.3K 0.29% 39
2024
Q2 		$487K Sell
3,030
-150
-5% -$21K 0.32% 34
2024
Q1 		$422K Buy
3,180
+670
+27% +$83K 0.29% 39
2023
Q4 		$280K Sell
2,510
-60
-2% -$5.68K 0.21% 40
2023
Q3 		$213K Sell
2,570
-830
-24% -$71.9K 0.18% 49
2023
Q2 		$295K Buy
+3,400
New +$242K 0.24% 39

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

Montz Harcus Wealth Management's AVGO Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Broadcom (AVGO) stake by 0.28% in Q2 2026, selling an estimated $2.81K and leaving 2,490 shares worth $941K. The position accounts for 0.33% of the portfolio, ranked #34.

Montz Harcus Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Montz Harcus Wealth Management held 2,490 shares of Broadcom worth $941K as of Q2 2026.
  • Montz Harcus Wealth Management sold 7 Broadcom shares in Q2 2026, an estimated $2.81K.
  • Broadcom made up 0.33% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Montz Harcus Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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