Sheets Smith 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 | $1.49M | Buy |
3,937
+1
| +0% | +$401 | 0.15% | 144 |
|
|
2026
Q1 | $1.22M | Buy |
3,936
+156
| +4% | +$51.3K | 0.14% | 156 |
|
|
2025
Q4 | $1.31M | Buy |
3,780
+201
| +6% | +$71.9K | 0.14% | 148 |
|
|
2025
Q3 | $1.18M | Buy |
3,579
+68
| +2% | +$20.9K | 0.13% | 155 |
|
|
2025
Q2 | $968K | Buy |
3,511
+137
| +4% | +$29.7K | 0.11% | 170 |
|
|
2025
Q1 | $565K | Buy |
3,374
+1
| +0% | +$212 | 0.07% | 236 |
|
|
2024
Q4 | $782K | Buy |
3,373
+101
| +3% | +$18.7K | 0.1% | 186 |
|
|
2024
Q3 | $564K | Buy |
3,272
+102
| +3% | +$16.4K | 0.07% | 233 |
|
|
2024
Q2 | $509K | Buy |
3,170
+290
| +10% | +$40.6K | 0.06% | 238 |
|
|
2024
Q1 | $381K | Buy |
2,880
+50
| +2% | +$6.2K | 0.04% | 296 |
|
|
2023
Q4 | $316K | Buy |
2,830
+110
| +4% | +$10.4K | 0.05% | 283 |
|
|
2023
Q3 | $226K | Hold |
2,720
| – | – | 0.03% | 294 |
|
|
2023
Q2 | $236K | Buy |
+2,720
| New | +$194K | 0.03% | 298 |
|
|
2019
Q4 | – | Sell |
-25,200
| Closed | -$696K | – | 313 |
|
|
2019
Q3 | $696K | Buy |
25,200
+1,750
| +7% | +$49.8K | 0.14% | 156 |
|
|
2019
Q2 | $675K | Sell |
23,450
-710
| -3% | -$20.7K | 0.14% | 163 |
|
|
2019
Q1 | $727K | Buy |
+24,160
| New | +$655K | 0.16% | 153 |
|
|
2018
Q1 | – | Sell |
-29,460
| Closed | -$757K | – | 308 |
|
|
2017
Q4 | $757K | Buy |
29,460
+630
| +2% | +$16.4K | 0.18% | 147 |
|
|
2017
Q3 | $699K | Sell |
28,830
-310
| -1% | -$7.67K | 0.18% | 149 |
|
|
2017
Q2 | $679K | Sell |
29,140
-32,110
| -52% | -$745K | 0.18% | 145 |
|
|
2017
Q1 | $1.34M | Sell |
61,250
-440
| -0.7% | -$9.06K | 0.36% | 83 |
|
|
2016
Q4 | $1.09M | Buy |
61,690
+9,150
| +17% | +$159K | 0.31% | 91 |
|
|
2016
Q3 | $906K | Sell |
52,540
-2,440
| -4% | -$40.8K | 0.26% | 111 |
|
|
2016
Q2 | $854K | Sell |
54,980
-460
| -0.8% | -$7.01K | 0.25% | 129 |
|
|
2016
Q1 | $857K | Buy |
+55,440
| New | +$750K | 0.26% | 115 |
|
|
2015
Q3 | – | Sell |
-156,700
| Closed | -$2.08M | – | 214 |
|
|
2015
Q2 | $2.08M | Sell |
156,700
-70
| -0% | -$917 | 0.57% | 49 |
|
|
2015
Q1 | $1.99M | Sell |
156,770
-7,810
| -5% | -$89.5K | 0.55% | 54 |
|
|
2014
Q4 | $1.66M | Buy |
164,580
+5,650
| +4% | +$50.5K | 0.43% | 66 |
|
|
2014
Q3 | $1.38M | Buy |
158,930
+41,110
| +35% | +$321K | 0.38% | 81 |
|
|
2014
Q2 | $849K | Buy |
117,820
+27,780
| +31% | +$186K | 0.23% | 138 |
|
|
2014
Q1 | $580K | Buy |
+90,040
| New | +$528K | 0.16% | 167 |
|
Other funds holding AVGO
Sheets Smith Wealth Management's AVGO Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its Broadcom (AVGO) stake by 0.03% in Q2 2026, buying an estimated $401 and bringing the position to 3,937 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #144.
Sheets Smith Wealth Management first reported a position in AVGO in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.08M in Q2 2015. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.
- Sheets Smith Wealth Management held 3,937 shares of Broadcom worth $1.49M as of Q2 2026.
- Sheets Smith Wealth Management bought 1 Broadcom share in Q2 2026, an estimated $401.
- Broadcom made up 0.15% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #144 holding.
- Sheets Smith Wealth Management first reported a position in Broadcom in Q1 2014 and has held it in 30 quarters since.
- Sheets Smith Wealth Management's Broadcom position peaked at $2.08M in Q2 2015.
- 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.