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Peak Retirement Planning’s Broadcom AVGO Stock Holding History

Peak Retirement Planning’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 		$5.06M Buy
13,384
+306
+2% +$123K 0.8% 30
2026
Q1 		$4.05M Buy
13,078
+3,048
+30% +$1M 0.81% 26
2025
Q4 		$3.47M Buy
10,030
+2,209
+28% +$790K 0.81% 24
2025
Q3 		$2.58M Buy
7,821
+1,155
+17% +$354K 0.73% 27
2025
Q2 		$1.84M Buy
6,666
+394
+6% +$85.6K 0.74% 24
2025
Q1 		$1.05M Buy
6,272
+152
+2% +$32.2K 0.58% 45
2024
Q4 		$1.42M Buy
+6,120
New +$1.13M 0.96% 24

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

Peak Retirement Planning's AVGO Position: Q2 2026 in Review

Peak Retirement Planning increased its Broadcom (AVGO) stake by 2.3% in Q2 2026, buying an estimated $123K and bringing the position to 13,384 shares worth $5.06M. The position accounts for 0.8% of the portfolio, ranked #30.

Peak Retirement Planning first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,803 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Peak Retirement Planning held 13,384 shares of Broadcom worth $5.06M as of Q2 2026.
  • Peak Retirement Planning bought 306 Broadcom shares in Q2 2026, an estimated $123K.
  • Broadcom made up 0.8% of Peak Retirement Planning's portfolio in Q2 2026, its #30 holding.
  • Peak Retirement Planning first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,803 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.