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Retirement Guys Formula’s Broadcom AVGO Stock Holding History

Retirement Guys Formula’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 		$2.39M Buy
6,334
+287
+5% +$115K 0.9% 36
2026
Q1 		$1.87M Buy
6,047
+750
+14% +$247K 0.86% 42
2025
Q4 		$1.83M Buy
5,297
+1,401
+36% +$501K 0.84% 42
2025
Q3 		$1.29M Buy
+3,896
New +$1.2M 0.45% 68
2025
Q1 		– Sell
-8,927
Closed -$2.07M – 139
2024
Q4 		$2.07M Sell
8,927
-29
-0.3% -$5.36K 1.04% 23
2024
Q3 		$1.54M Buy
8,956
+486
+6% +$77.9K 0.72% 44
2024
Q2 		$1.36M Sell
8,470
-1,060
-11% -$149K 0.65% 43
2024
Q1 		$1.26M Sell
9,530
-1,620
-15% -$201K 0.62% 53
2023
Q4 		$1.24M Buy
11,150
+860
+8% +$81.4K 0.67% 36
2023
Q3 		$855K Buy
10,290
+1,910
+23% +$166K 0.59% 47
2023
Q2 		$727K Sell
8,380
-2,310
-22% -$165K 0.42% 52
2023
Q1 		$686K Sell
10,690
-310
-3% -$18.6K 0.49% 51
2022
Q4 		$615K Buy
11,000
+1,510
+16% +$75.7K 0.5% 43
2022
Q3 		$421K Buy
9,490
+1,120
+13% +$57.2K 0.44% 56
2022
Q2 		$407K Buy
8,370
+2,100
+33% +$118K 0.42% 64
2022
Q1 		$395K Buy
+6,270
New +$372K 0.26% 72

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

Retirement Guys Formula's AVGO Position: Q2 2026 in Review

Retirement Guys Formula increased its Broadcom (AVGO) stake by 4.7% in Q2 2026, buying an estimated $115K and bringing the position to 6,334 shares worth $2.39M. The position accounts for 0.9% of the portfolio, ranked #36.

Retirement Guys Formula first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. 4,838 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Retirement Guys Formula held 6,334 shares of Broadcom worth $2.39M as of Q2 2026.
  • Retirement Guys Formula bought 287 Broadcom shares in Q2 2026, an estimated $115K.
  • Broadcom made up 0.9% of Retirement Guys Formula's portfolio in Q2 2026, its #36 holding.
  • Retirement Guys Formula first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
  • 4,838 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.