PWM
AVGO icon

Platform Wealth Management’s Broadcom AVGO Stock Holding History

Platform Wealth 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 		$455K Buy
+1,205
New +$483K 0.17% 46
2025
Q4 		$521K Buy
+1,505
New +$538K 0.14% 45

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

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

Platform Wealth Management opened a new position in Broadcom (AVGO) in Q2 2026: 1,205 shares worth $455K. The stake represents 0.17% of the portfolio and ranks #46 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in AVGO as recently as Q4 2025.

Platform Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $521K in Q4 2025. 4,826 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Platform Wealth Management held 1,205 shares of Broadcom worth $455K as of Q2 2026.
  • Broadcom was a new Platform Wealth Management position in Q2 2026.
  • Broadcom made up 0.17% of Platform Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Platform Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Broadcom position peaked at $521K in Q4 2025.
  • 4,826 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.