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Peterson Wealth Management’s Broadcom AVGO Stock Holding History

Peterson 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 		$4.22M Buy
11,177
+6,718
+151% +$2.69M 1.97% 17
2026
Q1 		$1.38M Buy
4,459
+252
+6% +$82.9K 0.8% 24
2025
Q4 		$1.46M Sell
4,207
-3,566
-46% -$1.28M 1.08% 20
2025
Q3 		$2.56M Sell
7,773
-6,515
-46% -$2M 1.78% 20
2025
Q2 		$3.94M Buy
14,288
+5,863
+70% +$1.27M 2.34% 16
2025
Q1 		$1.41M Buy
8,425
+179
+2% +$37.9K 0.95% 27
2024
Q4 		$1.91M Buy
+8,246
New +$1.53M 1.14% 27

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

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

Peterson Wealth Management increased its Broadcom (AVGO) stake by 151% in Q2 2026, buying an estimated $2.69M and bringing the position to 11,177 shares worth $4.22M. The position accounts for 1.97% of the portfolio, ranked #17.

Peterson Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Peterson Wealth Management held 11,177 shares of Broadcom worth $4.22M as of Q2 2026.
  • Peterson Wealth Management bought 6,718 Broadcom shares in Q2 2026, an estimated $2.69M.
  • Broadcom made up 1.97% of Peterson Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Peterson Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.