Nelson Capital Management’s Broadcom AVGO Stock Holding History

Nelson Capital 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	$569K	Buy	1,507 +21	+1%	+$8.42K	0.06%	81
2026 Q1	$460K	Sell	1,486 -20	-1%	-$6.58K	0.06%	84
2025 Q4	$521K	Sell	1,506 -1	-0.1%	-$358	0.06%	81
2025 Q3	$497K	Sell	1,507 -53	-3%	-$16.3K	0.06%	87
2025 Q2	$430K	Sell	1,560 -25	-2%	-$5.43K	0.06%	86
2025 Q1	$265K	Hold	1,585	–	–	0.05%	93
2024 Q4	$367K	Sell	1,585 -55	-3%	-$10.2K	0.06%	90
2024 Q3	$283K	Buy	+1,640	New	+$263K	0.05%	92
2019 Q2	–	Sell	-130	Closed	-$4K	–	310
2019 Q1	$4K	Buy	+130	New	+$3.52K	﹤0.01%	232
2018 Q4	–	Sell	-130	Closed	-$3K	–	288
2018 Q3	$3K	Buy	+130	New	+$2.92K	﹤0.01%	241
2018 Q1	–	Sell	-130	Closed	-$3K	–	265
2017 Q4	$3K	Buy	+130	New	+$3.38K	﹤0.01%	290

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nelson Capital Management's AVGO Position: Q2 2026 in Review

Nelson Capital Management increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $8.42K and bringing the position to 1,507 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #81.

Nelson Capital Management first reported a position in AVGO in Q4 2017 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Nelson Capital Management held 1,507 shares of Broadcom worth $569K as of Q2 2026.
Nelson Capital Management bought 21 Broadcom shares in Q2 2026, an estimated $8.42K.
Broadcom made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #81 holding.
Nelson Capital Management first reported a position in Broadcom in Q4 2017 and has held it in 11 quarters since.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.