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AVGO icon

Pinnacle Wealth Planning Services’s Broadcom AVGO Stock Holding History

Pinnacle Wealth Planning Services’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 		$8.4M Sell
22,247
-968
-4% -$388K 0.8% 23
2026
Q1 		$7.19M Buy
23,215
+719
+3% +$237K 0.74% 22
2025
Q4 		$7.79M Buy
22,496
+692
+3% +$247K 0.81% 19
2025
Q3 		$7.19M Buy
21,804
+2,088
+11% +$641K 0.84% 19
2025
Q2 		$5.43M Buy
19,716
+2,833
+17% +$615K 0.71% 20
2025
Q1 		$2.83M Buy
16,883
+1,163
+7% +$246K 0.42% 32
2024
Q4 		$3.64M Sell
15,720
-7,520
-32% -$1.39M 0.55% 30
2024
Q3 		$4.01M Buy
23,240
+950
+4% +$152K 0.54% 26
2024
Q2 		$3.58M Buy
22,290
+1,440
+7% +$202K 0.51% 30
2024
Q1 		$2.76M Buy
20,850
+2,510
+14% +$311K 0.4% 41
2023
Q4 		$2.05M Sell
18,340
-210
-1% -$19.9K 0.32% 50
2023
Q3 		$1.54M Buy
18,550
+1,470
+9% +$127K 0.25% 55
2023
Q2 		$1.48M Sell
17,080
-550
-3% -$39.2K 0.24% 61
2023
Q1 		$1.13M Sell
17,630
-280
-2% -$16.8K 0.19% 83
2022
Q4 		$1M Sell
17,910
-5,150
-22% -$258K 0.18% 81
2022
Q3 		$1.02M Buy
23,060
+5,840
+34% +$298K 0.19% 78
2022
Q2 		$837K Sell
17,220
-2,530
-13% -$142K 0.15% 100
2022
Q1 		$1.24M Buy
19,750
+2,560
+15% +$152K 0.23% 73
2021
Q4 		$1.14M Buy
17,190
+530
+3% +$29.8K 0.22% 77
2021
Q3 		$808K Buy
16,660
+190
+1% +$9.24K 0.18% 88
2021
Q2 		$786K Buy
16,470
+110
+0.7% +$5.1K 0.18% 91
2021
Q1 		$759K Buy
16,360
+1,620
+11% +$74.9K 0.19% 88
2020
Q4 		$646K Buy
14,740
+350
+2% +$13.6K 0.15% 94
2020
Q3 		$525K Hold
14,390
– – 0.17% 92
2020
Q2 		$454K Buy
14,390
+5,530
+62% +$155K 0.15% 116
2020
Q1 		$209K Sell
8,860
-5,770
-39% -$163K 0.1% 183
2019
Q4 		$462K Buy
14,630
+4,430
+43% +$135K 0.22% 96
2019
Q3 		$281K Buy
+10,200
New +$290K 0.15% 129

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 Planning Services's AVGO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Broadcom (AVGO) stake by 4.2% in Q2 2026, selling an estimated $388K and leaving 22,247 shares worth $8.4M. The position accounts for 0.8% of the portfolio, ranked #23.

Pinnacle Wealth Planning Services first reported a position in AVGO in Q3 2019 and has held it in 28 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22,247 shares of Broadcom worth $8.4M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 968 Broadcom shares in Q2 2026, an estimated $388K.
  • Broadcom made up 0.8% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #23 holding.
  • Pinnacle Wealth Planning Services first reported a position in Broadcom in Q3 2019 and has held it in 28 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.