Perryman Financial Advisory’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.4M Buy
59,172
+1,103
+2% +$442K 2.98% 4
2026
Q1
$18M Sell
58,069
-1,486
-2% -$489K 2.69% 5
2025
Q4
$20.6M Buy
+59,555
New +$21.3M 3.02% 5

Other funds holding AVGO

Perryman Financial Advisory's AVGO Position: Q2 2026 in Review

Perryman Financial Advisory increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $442K and bringing the position to 59,172 shares worth $22.4M. The position accounts for 2.98% of the portfolio, ranked #4.

Perryman Financial Advisory first reported a position in AVGO in Q4 2025 and has held it in 3 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Perryman Financial Advisory held 59,172 shares of Broadcom worth $22.4M as of Q2 2026.
  • Perryman Financial Advisory bought 1,103 Broadcom shares in Q2 2026, an estimated $442K.
  • Broadcom made up 2.98% of Perryman Financial Advisory's portfolio in Q2 2026, its #4 holding.
  • Perryman Financial Advisory first reported a position in Broadcom in Q4 2025 and has held it in 3 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.