PWMAG
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Pinnacle Wealth Management Advisory Group’s Broadcom AVGO Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$23.8M Buy
63,124
+992
+2% +$398K 1.42% 15
2026
Q1 		$19.2M Buy
62,132
+1,138
+2% +$374K 1.31% 17
2025
Q4 		$21.1M Buy
60,994
+639
+1% +$229K 1.45% 16
2025
Q3 		$19.9M Sell
60,355
-295
-0.5% -$90.5K 1.49% 18
2025
Q2 		$16.7M Sell
60,650
-1,096
-2% -$238K 1.39% 18
2025
Q1 		$10.3M Buy
61,746
+36
+0.1% +$7.62K 0.96% 28
2024
Q4 		$14.3M Buy
61,710
+948
+2% +$175K 1.34% 19
2024
Q3 		$10.5M Buy
60,762
+132
+0.2% +$21.2K 1% 27
2024
Q2 		$9.73M Sell
60,630
-6,540
-10% -$917K 1% 26
2024
Q1 		$8.9M Sell
67,170
-1,710
-2% -$212K 0.96% 27
2023
Q4 		$7.69M Buy
68,880
+1,030
+2% +$97.5K 0.9% 28
2023
Q3 		$5.64M Buy
67,850
+560
+0.8% +$48.5K 0.73% 34
2023
Q2 		$5.84M Buy
67,290
+3,270
+5% +$233K 0.73% 33
2023
Q1 		$4.11M Buy
64,020
+40,710
+175% +$2.45M 0.56% 48
2022
Q4 		$1.3M Buy
23,310
+3,990
+21% +$200K 0.2% 98
2022
Q3 		$858K Sell
19,320
-2,420
-11% -$124K 0.14% 111
2022
Q2 		$1.06M Sell
21,740
-14,750
-40% -$828K 0.17% 101
2022
Q1 		$2.3M Buy
36,490
+32,150
+741% +$1.91M 0.33% 72
2021
Q4 		$289K Sell
4,340
-30
-0.7% -$1.69K 0.05% 218
2021
Q3 		$212K Buy
+4,370
New +$213K 0.05% 210

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

Pinnacle Wealth Management Advisory Group's AVGO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Broadcom (AVGO) stake by 1.6% in Q2 2026, buying an estimated $398K and bringing the position to 63,124 shares worth $23.8M. The position accounts for 1.42% of the portfolio, ranked #15.

Pinnacle Wealth Management Advisory Group first reported a position in AVGO in Q3 2021 and has held it in 20 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 63,124 shares of Broadcom worth $23.8M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 992 Broadcom shares in Q2 2026, an estimated $398K.
  • Broadcom made up 1.42% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Broadcom in Q3 2021 and has held it in 20 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.