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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
Q3 		$878K Buy
2,499
+9
+0.4% +$3.39K 0.31% 33
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Montz Harcus Wealth Management's AVGO Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Broadcom (AVGO) stake by 0.36% in Q3 2026, buying an estimated $3.39K and bringing the position to 2,499 shares worth $878K. The position accounts for 0.31% of the portfolio, ranked #33.

Montz Harcus Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $941K in Q2 2026. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Montz Harcus Wealth Management held 2,499 shares of Broadcom worth $878K as of Q3 2026.
  • Montz Harcus Wealth Management bought 9 Broadcom shares in Q3 2026, an estimated $3.39K.
  • Broadcom made up 0.31% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Montz Harcus Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 14 quarters since.
  • Montz Harcus Wealth Management's Broadcom position peaked at $941K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.