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Papamarkou Wellner Asset Management’s Broadcom AVGO Stock Holding History

Papamarkou Wellner Asset 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 		$1.89M Hold
6,117
– – 1.19% 30
2026
Q1 		$1.89M Buy
6,117
+115
+2% +$37.8K 1.16% 31
2025
Q4 		$2.08M Buy
6,002
+13
+0.2% +$4.65K 1.25% 25
2025
Q3 		$1.98M Hold
5,989
– – 1.22% 25
2025
Q2 		$1.65M Buy
+5,989
New +$1.3M 1.09% 34

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

Papamarkou Wellner Asset Management's AVGO Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Broadcom (AVGO) position steady in Q2 2026 at 6,117 shares worth $1.89M. The position accounts for 1.19% of the portfolio, ranked #30.

Papamarkou Wellner Asset Management first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.08M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Papamarkou Wellner Asset Management held 6,117 shares of Broadcom worth $1.89M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its Broadcom share count unchanged in Q2 2026.
  • Broadcom made up 1.19% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #30 holding.
  • Papamarkou Wellner Asset Management first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Papamarkou Wellner Asset Management's Broadcom position peaked at $2.08M in Q4 2025.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.