RWB
AVGO icon

RMR Wealth Builders’s Broadcom AVGO Stock Holding History

RMR Wealth Builders’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 		$16.4M Sell
43,444
-2,133
-5% -$855K 1.02% 19
2026
Q1 		$14.1M Sell
45,577
-529
-1% -$174K 1.11% 19
2025
Q4 		$16M Sell
46,106
-3,984
-8% -$1.42M 1.28% 18
2025
Q3 		$16.5M Sell
50,090
-5,911
-11% -$1.81M 1.38% 17
2025
Q2 		$15.4M Buy
56,001
+988
+2% +$215K 1.4% 18
2025
Q1 		$9.21M Sell
55,013
-15,357
-22% -$3.25M 0.97% 19
2024
Q4 		$16.3M Buy
70,370
+676
+1% +$125K 1.69% 13
2024
Q3 		$12M Sell
69,694
-376
-0.5% -$60.3K 1.27% 19
2024
Q2 		$11.2M Sell
70,070
-570
-0.8% -$79.9K 1.29% 18
2024
Q1 		$9.4M Buy
70,640
+5,140
+8% +$637K 1.14% 21
2023
Q4 		$7.31M Buy
65,500
+1,880
+3% +$178K 1.03% 22
2023
Q3 		$5.28M Buy
63,620
+3,880
+6% +$336K 0.84% 24
2023
Q2 		$5.18M Sell
59,740
-60
-0.1% -$4.28K 0.88% 24
2023
Q1 		$3.84M Buy
59,800
+1,300
+2% +$78.2K 0.73% 27
2022
Q4 		$3.27M Buy
58,500
+10
+0% +$501 0.74% 27
2022
Q3 		$2.6M Buy
58,490
+230
+0.4% +$11.8K 0.64% 26
2022
Q2 		$2.83M Sell
58,260
-30
-0.1% -$1.68K 0.71% 25
2022
Q1 		$3.67M Buy
58,290
+54,620
+1,488% +$3.24M 0.79% 24
2021
Q4 		$244K Sell
3,670
-66,280
-95% -$3.73M 0.07% 105
2021
Q3 		$3.39M Buy
69,950
+20
+0% +$973 1% 15
2021
Q2 		$3.33M Sell
69,930
-3,540
-5% -$164K 1.09% 14
2021
Q1 		$3.41M Sell
73,470
-180
-0.2% -$8.32K 0.88% 15
2020
Q4 		$3.23M Sell
73,650
-5,630
-7% -$219K 1.58% 10
2020
Q3 		$2.89M Buy
79,280
+5,620
+8% +$188K 0.75% 23
2020
Q2 		$2.32M Buy
+73,660
New +$2.06M 2.07% 8
2019
Q4 		$2.08M Buy
+65,650
New +$1.99M 2% 9

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

RMR Wealth Builders's AVGO Position: Q2 2026 in Review

RMR Wealth Builders reduced its Broadcom (AVGO) stake by 4.7% in Q2 2026, selling an estimated $855K and leaving 43,444 shares worth $16.4M. The position accounts for 1.02% of the portfolio, ranked #19.

RMR Wealth Builders first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.5M in Q3 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • RMR Wealth Builders held 43,444 shares of Broadcom worth $16.4M as of Q2 2026.
  • RMR Wealth Builders sold 2,133 Broadcom shares in Q2 2026, an estimated $855K.
  • Broadcom made up 1.02% of RMR Wealth Builders's portfolio in Q2 2026, its #19 holding.
  • RMR Wealth Builders first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Broadcom position peaked at $16.5M in Q3 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.