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Phillips Financial Management’s Broadcom AVGO Stock Holding History

Phillips Financial 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 		$953K Buy
2,523
+125
+5% +$50.1K 0.07% 108
2026
Q1 		$742K Sell
2,398
-226
-9% -$74.4K 0.05% 122
2025
Q4 		$908K Sell
2,624
-361
-12% -$129K 0.06% 118
2025
Q3 		$985K Buy
2,985
+1,034
+53% +$317K 0.07% 116
2025
Q2 		$538K Buy
1,951
+585
+43% +$127K 0.04% 136
2025
Q1 		$229K Buy
1,366
+48
+4% +$10.2K 0.02% 171
2024
Q4 		$306K Sell
1,318
-194
-13% -$35.9K 0.02% 147
2024
Q3 		$261K Sell
1,512
-158
-9% -$25.3K 0.02% 159
2024
Q2 		$268K Sell
1,670
-20
-1% -$2.8K 0.02% 157
2024
Q1 		$224K Buy
+1,690
New +$209K 0.02% 170

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

Phillips Financial Management's AVGO Position: Q2 2026 in Review

Phillips Financial Management increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,523 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #108.

Phillips Financial Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $985K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Phillips Financial Management held 2,523 shares of Broadcom worth $953K as of Q2 2026.
  • Phillips Financial Management bought 125 Broadcom shares in Q2 2026, an estimated $50.1K.
  • Broadcom made up 0.07% of Phillips Financial Management's portfolio in Q2 2026, its #108 holding.
  • Phillips Financial Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Phillips Financial Management's Broadcom position peaked at $985K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.