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SFMG Wealth Advisors’s Broadcom AVGO Stock Holding History

SFMG Wealth Advisors’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 		$7.23M Buy
19,141
+2,538
+15% +$1.02M 0.44% 30
2026
Q1 		$5.14M Buy
16,603
+213
+1% +$70.1K 0.35% 40
2025
Q4 		$5.67M Buy
16,390
+398
+2% +$142K 0.38% 39
2025
Q3 		$5.28M Sell
15,992
-1,261
-7% -$387K 0.37% 41
2025
Q2 		$4.76M Buy
17,253
+356
+2% +$77.3K 0.36% 41
2025
Q1 		$2.83M Buy
16,897
+1,268
+8% +$268K 0.22% 56
2024
Q4 		$3.62M Sell
15,629
-66
-0.4% -$12.2K 0.29% 48
2024
Q3 		$2.71M Buy
15,695
+3,815
+32% +$612K 0.22% 55
2024
Q2 		$1.91M Sell
11,880
-170
-1% -$23.8K 0.17% 67
2024
Q1 		$1.6M Buy
12,050
+100
+0.8% +$12.4K 0.14% 76
2023
Q4 		$1.33M Buy
11,950
+120
+1% +$11.4K 0.12% 81
2023
Q3 		$983K Sell
11,830
-1,260
-10% -$109K 0.1% 86
2023
Q2 		$1.14M Sell
13,090
-1,590
-11% -$113K 0.12% 82
2023
Q1 		$942K Buy
14,680
+6,430
+78% +$387K 0.1% 91
2022
Q4 		$461K Buy
8,250
+280
+4% +$14K 0.05% 139
2022
Q3 		$343K Buy
7,970
+2,140
+37% +$109K 0.04% 160
2022
Q2 		$283K Buy
5,830
+1,500
+35% +$84.2K 0.03% 186
2022
Q1 		$273K Buy
+4,330
New +$257K 0.03% 216

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

SFMG Wealth Advisors's AVGO Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Broadcom (AVGO) stake by 15% in Q2 2026, buying an estimated $1.02M and bringing the position to 19,141 shares worth $7.23M. The position accounts for 0.44% of the portfolio, ranked #30.

SFMG Wealth Advisors first reported a position in AVGO in Q1 2022 and has held it in 18 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SFMG Wealth Advisors held 19,141 shares of Broadcom worth $7.23M as of Q2 2026.
  • SFMG Wealth Advisors bought 2,538 Broadcom shares in Q2 2026, an estimated $1.02M.
  • Broadcom made up 0.44% of SFMG Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • SFMG Wealth Advisors first reported a position in Broadcom in Q1 2022 and has held it in 18 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.