NWM
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Northwest Wealth Management’s Broadcom AVGO Stock Holding History

Northwest 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 		$981K Buy
2,598
+19
+0.7% +$7.62K 0.13% 82
2026
Q1 		$798K Buy
2,579
+418
+19% +$138K 0.12% 85
2025
Q4 		$748K Sell
2,161
-93
-4% -$33.3K 0.12% 87
2025
Q3 		$744K Buy
2,254
+79
+4% +$24.2K 0.12% 88
2025
Q2 		$600K Buy
2,175
+294
+16% +$63.8K 0.11% 95
2025
Q1 		$315K Sell
1,881
-26
-1% -$5.5K 0.06% 131
2024
Q4 		$442K Buy
1,907
+337
+21% +$62.3K 0.09% 99
2024
Q3 		$271K Sell
1,570
-20
-1% -$3.21K 0.06% 127
2024
Q2 		$255K Buy
1,590
+40
+3% +$5.61K 0.07% 137
2024
Q1 		$205K Buy
+1,550
New +$192K 0.06% 163

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

Northwest Wealth Management's AVGO Position: Q2 2026 in Review

Northwest Wealth Management increased its Broadcom (AVGO) stake by 0.74% in Q2 2026, buying an estimated $7.62K and bringing the position to 2,598 shares worth $981K. The position accounts for 0.13% of the portfolio, ranked #82.

Northwest Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Northwest Wealth Management held 2,598 shares of Broadcom worth $981K as of Q2 2026.
  • Northwest Wealth Management bought 19 Broadcom shares in Q2 2026, an estimated $7.62K.
  • Broadcom made up 0.13% of Northwest Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Northwest Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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