Private Wealth Management Group’s Broadcom AVGO Stock Holding History

Private Wealth Management 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	$587K	Sell	1,554 -1	-0.1%	-$401	0.14%	56
2026 Q1	$481K	Buy	1,555 +6	+0.4%	+$1.97K	0.13%	56
2025 Q4	$536K	Sell	1,549 -315	-17%	-$113K	0.14%	52
2025 Q3	$615K	Buy	1,864 +6	+0.3%	+$1.84K	0.17%	50
2025 Q2	$512K	Buy	1,858 +1	+0.1%	+$217	0.17%	49
2025 Q1	$311K	Buy	1,857 +695	+60%	+$147K	0.11%	65
2024 Q4	$269K	Hold	1,162	–	–	0.1%	68
2024 Q3	$200K	Buy	1,162 +2	+0.2%	+$321	0.08%	74
2024 Q2	$186K	Sell	1,160 -10	-0.9%	-$1.4K	0.08%	77
2024 Q1	$155K	Sell	1,170 -140	-11%	-$17.3K	0.07%	77
2023 Q4	$146K	Buy	+1,310	New	+$124K	0.07%	78

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

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

Private Wealth Management Group reduced its Broadcom (AVGO) stake by 0.06% in Q2 2026, selling an estimated $401 and leaving 1,554 shares worth $587K. The position accounts for 0.14% of the portfolio, ranked #56.

Private Wealth Management Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Private Wealth Management Group held 1,554 shares of Broadcom worth $587K as of Q2 2026.
Private Wealth Management Group sold 1 Broadcom share in Q2 2026, an estimated $401.
Broadcom made up 0.14% of Private Wealth Management Group's portfolio in Q2 2026, its #56 holding.
Private Wealth Management Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Broadcom position peaked at $615K in Q3 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.