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Mowery & Schoenfeld Wealth Management’s Broadcom AVGO Stock Holding History

Mowery & Schoenfeld 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 		$426K Hold
1,129
– – 0.58% 33
2026
Q1 		$349K Sell
1,129
-273
-19% -$89.8K 0.53% 36
2025
Q4 		$485K Buy
1,402
+337
+32% +$121K 0.7% 29
2025
Q3 		$351K Sell
1,065
-105
-9% -$32.2K 0.6% 32
2025
Q2 		$323K Sell
1,170
-12
-1% -$2.61K 0.49% 34
2025
Q1 		$198K Buy
1,182
+12
+1% +$2.54K 0.39% 49
2024
Q4 		$271K Buy
1,170
+840
+255% +$155K 0.53% 36
2024
Q3 		$56.9K Hold
330
– – 0.09% 92
2024
Q2 		$53K Buy
+330
New +$46.2K 0.08% 94

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

Mowery & Schoenfeld Wealth Management's AVGO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Broadcom (AVGO) position steady in Q2 2026 at 1,129 shares worth $426K. The position accounts for 0.58% of the portfolio, ranked #33.

Mowery & Schoenfeld Wealth Management first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $485K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,129 shares of Broadcom worth $426K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 0.58% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's Broadcom position peaked at $485K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.