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Scissortail Wealth Management’s Broadcom AVGO Stock Holding History

Scissortail 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 		$7.52M Sell
19,909
-416
-2% -$167K 1.45% 24
2026
Q1 		$6.29M Sell
20,325
-11,285
-36% -$3.71M 1.26% 30
2025
Q4 		$10.9M Sell
31,610
-1,772
-5% -$634K 2.49% 12
2025
Q3 		$11M Sell
33,382
-699
-2% -$214K 2.4% 12
2025
Q2 		$9.39M Buy
34,081
+497
+1% +$108K 2.26% 15
2025
Q1 		$5.62M Sell
33,584
-3,349
-9% -$709K 1.44% 22
2024
Q4 		$8.56M Buy
36,933
+36,542
+9,346% +$6.76M 2.19% 12
2024
Q3 		$6.63M Sell
391
-43,349
-99% -$6.95M 1.61% 19
2024
Q2 		$7.02M Sell
43,740
-740
-2% -$104K 1.79% 15
2024
Q1 		$5.9M Sell
44,480
-8,050
-15% -$997K 1.56% 22
2023
Q4 		$6.4M Buy
52,530
+8,100
+18% +$767K 2.03% 15
2023
Q3 		$3.79M Buy
44,430
+580
+1% +$50.3K 2.99% 14
2023
Q2 		$3.95M Sell
43,850
-13,350
-23% -$952K 3.24% 11
2023
Q1 		$3.67M Sell
57,200
-7,770
-12% -$467K 3.31% 9
2022
Q4 		$3.85M Buy
64,970
+10,640
+20% +$533K 2.23% 13
2022
Q3 		$2.48M Buy
+54,330
New +$2.78M 1.29% 29
2022
Q2 		– Sell
-51,770
Closed -$2.89M – 125
2022
Q1 		$2.89M Buy
+51,770
New +$3.07M 1.42% 24

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

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

Scissortail Wealth Management reduced its Broadcom (AVGO) stake by 2% in Q2 2026, selling an estimated $167K and leaving 19,909 shares worth $7.52M. The position accounts for 1.45% of the portfolio, ranked #24.

Scissortail Wealth Management first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. The position peaked at $11M in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Scissortail Wealth Management held 19,909 shares of Broadcom worth $7.52M as of Q2 2026.
  • Scissortail Wealth Management sold 416 Broadcom shares in Q2 2026, an estimated $167K.
  • Broadcom made up 1.45% of Scissortail Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Scissortail Wealth Management first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • Scissortail Wealth Management's Broadcom position peaked at $11M in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.