Segment Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $64.1M | Sell |
169,801
-2,564
| -1% | -$1.03M | 3.33% | 4 |
|
|
2026
Q1 | $53.3M | Sell |
172,365
-2,057
| -1% | -$677K | 3.13% | 4 |
|
|
2025
Q4 | $60.4M | Sell |
174,422
-10,559
| -6% | -$3.78M | 3.5% | 3 |
|
|
2025
Q3 | $61M | Sell |
184,981
-4,291
| -2% | -$1.32M | 3.66% | 3 |
|
|
2025
Q2 | $52.2M | Sell |
189,272
-8,131
| -4% | -$1.77M | 3.31% | 3 |
|
|
2025
Q1 | $33.1M | Sell |
197,403
-5,940
| -3% | -$1.26M | 2.24% | 7 |
|
|
2024
Q4 | $47.1M | Sell |
203,343
-5,002
| -2% | -$925K | 3.21% | 4 |
|
|
2024
Q3 | $35.9M | Sell |
208,345
-25,285
| -11% | -$4.05M | 2.47% | 6 |
|
|
2024
Q2 | $37.5M | Sell |
233,630
-7,960
| -3% | -$1.12M | 2.77% | 6 |
|
|
2024
Q1 | $32M | Sell |
241,590
-15,600
| -6% | -$1.93M | 2.43% | 6 |
|
|
2023
Q4 | $28.7M | Sell |
257,190
-1,810
| -0.7% | -$171K | 2.54% | 5 |
|
|
2023
Q3 | $21.5M | Buy |
259,000
+640
| +0.2% | +$55.5K | 2.19% | 6 |
|
|
2023
Q2 | $22.4M | Sell |
258,360
-4,120
| -2% | -$294K | 2.3% | 6 |
|
|
2023
Q1 | $16.8M | Buy |
262,480
+900
| +0.3% | +$54.1K | 1.9% | 7 |
|
|
2022
Q4 | $14.6M | Sell |
261,580
-410
| -0.2% | -$20.6K | 1.69% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
261,990
+11,610
| +5% | +$593K | 1.45% | 13 |
|
|
2022
Q2 | $12.2M | Buy |
250,380
+3,400
| +1% | +$191K | 1.54% | 10 |
|
|
2022
Q1 | $15.6M | Buy |
246,980
+9,400
| +4% | +$558K | 1.6% | 8 |
|
|
2021
Q4 | $15.8M | Buy |
237,580
+5,800
| +3% | +$326K | 1.66% | 8 |
|
|
2021
Q3 | $11.2M | Buy |
231,780
+1,290
| +0.6% | +$62.7K | 1.33% | 13 |
|
|
2021
Q2 | $11M | Buy |
230,490
+5,850
| +3% | +$271K | 1.3% | 12 |
|
|
2021
Q1 | $10.4M | Buy |
224,640
+3,060
| +1% | +$142K | 1.38% | 10 |
|
|
2020
Q4 | $9.7M | Sell |
221,580
-10,830
| -5% | -$422K | 1.4% | 10 |
|
|
2020
Q3 | $8.47M | Buy |
232,410
+8,060
| +4% | +$270K | 1.38% | 13 |
|
|
2020
Q2 | $7.08M | Buy |
224,350
+3,500
| +2% | +$98K | 1.31% | 17 |
|
|
2020
Q1 | $5.24M | Buy |
220,850
+17,830
| +9% | +$502K | 1.17% | 28 |
|
|
2019
Q4 | $6.42M | Buy |
203,020
+4,020
| +2% | +$122K | 1.08% | 24 |
|
|
2019
Q3 | $5.49M | Buy |
199,000
+4,730
| +2% | +$134K | 1.07% | 28 |
|
|
2019
Q2 | $5.59M | Buy |
194,270
+4,140
| +2% | +$121K | 1.14% | 25 |
|
|
2019
Q1 | $5.72M | Buy |
190,130
+5,980
| +3% | +$162K | 1.21% | 19 |
|
|
2018
Q4 | $4.68M | Buy |
184,150
+13,890
| +8% | +$328K | 1.18% | 22 |
|
|
2018
Q3 | $4.2M | Buy |
170,260
+9,170
| +6% | +$206K | 0.92% | 36 |
|
|
2018
Q2 | $3.91M | Buy |
+161,090
| New | +$3.95M | 0.92% | 40 |
|
|
2018
Q1 | – | Sell |
-148,160
| Closed | -$3.81M | – | 199 |
|
|
2017
Q4 | $3.81M | Buy |
148,160
+2,560
| +2% | +$66.5K | 0.92% | 35 |
|
|
2017
Q3 | $3.53M | Buy |
145,600
+5,300
| +4% | +$131K | 0.94% | 30 |
|
|
2017
Q2 | $3.27M | Buy |
140,300
+8,100
| +6% | +$188K | 0.9% | 33 |
|
|
2017
Q1 | $2.9M | Buy |
+132,200
| New | +$2.72M | 0.94% | 34 |
|
Other funds holding AVGO
CNB
CRM
AAMU
SP
HPC
Segment Wealth Management's AVGO Position: Q2 2026 in Review
Segment Wealth Management reduced its Broadcom (AVGO) stake by 1.5% in Q2 2026, selling an estimated $1.03M and leaving 169,801 shares worth $64.1M. The position accounts for 3.33% of the portfolio, ranked #4.
Segment Wealth Management first reported a position in AVGO in Q1 2017 and has held it in 37 quarters since. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Segment Wealth Management held 169,801 shares of Broadcom worth $64.1M as of Q2 2026.
- Segment Wealth Management sold 2,564 Broadcom shares in Q2 2026, an estimated $1.03M.
- Broadcom made up 3.33% of Segment Wealth Management's portfolio in Q2 2026, its #4 holding.
- Segment Wealth Management first reported a position in Broadcom in Q1 2017 and has held it in 37 quarters since.
- 1,129 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.