Pinnacle Wealth Management’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
$1.39M Buy
+3,681
New +$1.48M 0.86% 25
2022
Q4
$1.91M Sell
34,090
-100
-0.3% -$5.01K 2.3% 6
2022
Q3
$1.52M Buy
34,190
+820
+2% +$41.9K 1.84% 30
2022
Q2
$1.62M Buy
+33,370
New +$1.87M 2.28% 29
2022
Q1
Sell
-41,940
Closed -$2.79M 44
2021
Q4
$2.79M Buy
+41,940
New +$2.36M 2.39% 10

Other funds holding AVGO

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

Pinnacle Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 3,681 shares worth $1.39M. The stake represents 0.86% of the portfolio and ranks #25 among its holdings. This is a return to the name: Pinnacle Wealth Management previously reported a position in AVGO as recently as Q4 2022.

Pinnacle Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.79M in Q4 2021. 1,273 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pinnacle Wealth Management held 3,681 shares of Broadcom worth $1.39M as of Q2 2026.
  • Broadcom was a new Pinnacle Wealth Management position in Q2 2026.
  • Broadcom made up 0.86% of Pinnacle Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Pinnacle Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 5 quarters since.
  • Pinnacle Wealth Management's Broadcom position peaked at $2.79M in Q4 2021.
  • 1,273 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.