Peterson Wealth Advisors’s Broadcom AVGO Stock Holding History

Peterson Wealth Advisors’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	$395K	Buy	1,046 +142	+16%	+$56.9K	0.05%	83
2026 Q1	$280K	Sell	904 -21	-2%	-$6.91K	0.04%	95
2025 Q4	$320K	Sell	925 -135	-13%	-$48.3K	0.04%	94
2025 Q3	$357K	Sell	1,060 -33	-3%	-$10.1K	0.05%	82
2025 Q2	$301K	Buy	+1,093	New	+$237K	0.05%	79
2025 Q1	–	Sell	-1,088	Closed	-$253K	–	90
2024 Q4	$253K	Sell	1,088 -396	-27%	-$73.2K	0.05%	77
2024 Q3	$256K	Sell	1,484 -956	-39%	-$153K	0.05%	71
2024 Q2	$391K	Buy	2,440 +30	+1%	+$4.2K	0.08%	54
2024 Q1	$319K	Sell	2,410 -200	-8%	-$24.8K	0.07%	56
2023 Q4	$291K	Buy	+2,610	New	+$247K	0.07%	56
2023 Q3	–	Sell	-2,390	Closed	-$209K	–	62
2023 Q2	$209K	Buy	+2,390	New	+$170K	0.06%	61

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

Peterson Wealth Advisors's AVGO Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Broadcom (AVGO) stake by 16% in Q2 2026, buying an estimated $56.9K and bringing the position to 1,046 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #83.

Peterson Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. 4,846 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Peterson Wealth Advisors held 1,046 shares of Broadcom worth $395K as of Q2 2026.
Peterson Wealth Advisors bought 142 Broadcom shares in Q2 2026, an estimated $56.9K.
Broadcom made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Peterson Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
4,846 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.