PKS Advisory Services’s Broadcom AVGO Stock Holding History

PKS Advisory 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	$1.68M	Buy	4,431 +1,268	+40%	+$508K	0.27%	72
2026 Q1	$1M	Sell	3,163 -1,681	-35%	-$553K	0.23%	92
2025 Q4	$1.68M	Buy	4,844 +345	+8%	+$123K	0.38%	55
2025 Q3	$1.48M	Buy	4,499 +466	+12%	+$143K	0.31%	59
2025 Q2	$1.11M	Buy	4,033 +48	+1%	+$10.4K	0.27%	74
2025 Q1	$667K	Sell	3,985 -688	-15%	-$146K	0.18%	111
2024 Q4	$1.08M	Buy	+4,673	New	+$864K	0.27%	65

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PKS Advisory Services's AVGO Position: Q2 2026 in Review

PKS Advisory Services increased its Broadcom (AVGO) stake by 40% in Q2 2026, buying an estimated $508K and bringing the position to 4,431 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #72.

PKS Advisory Services first reported a position in AVGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

PKS Advisory Services held 4,431 shares of Broadcom worth $1.68M as of Q2 2026.
PKS Advisory Services bought 1,268 Broadcom shares in Q2 2026, an estimated $508K.
Broadcom made up 0.27% of PKS Advisory Services's portfolio in Q2 2026, its #72 holding.
PKS Advisory Services first reported a position in Broadcom in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Broadcom position peaked at $1.68M in Q4 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.