MFC
AVGO icon

Morris Financial Concepts’s Broadcom AVGO Stock Holding History

Morris Financial Concepts’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 		$534K Buy
1,413
+50
+4% +$20K 0.16% 79
2026
Q1 		$422K Sell
1,363
-64
-4% -$21.1K 0.14% 82
2025
Q4 		$494K Sell
1,427
-5
-0.3% -$1.79K 0.17% 72
2025
Q3 		$472K Hold
1,432
– – 0.17% 73
2025
Q2 		$395K Buy
1,432
+13
+0.9% +$2.82K 0.16% 78
2025
Q1 		$238K Buy
1,419
+114
+9% +$24.1K 0.1% 117
2024
Q4 		$303K Buy
1,305
+83
+7% +$15.4K 0.13% 95
2024
Q3 		$211K Buy
+1,222
New +$196K 0.09% 115

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

Morris Financial Concepts's AVGO Position: Q2 2026 in Review

Morris Financial Concepts increased its Broadcom (AVGO) stake by 3.7% in Q2 2026, buying an estimated $20K and bringing the position to 1,413 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #79.

Morris Financial Concepts first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Morris Financial Concepts held 1,413 shares of Broadcom worth $534K as of Q2 2026.
  • Morris Financial Concepts bought 50 Broadcom shares in Q2 2026, an estimated $20K.
  • Broadcom made up 0.16% of Morris Financial Concepts's portfolio in Q2 2026, its #79 holding.
  • Morris Financial Concepts first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.