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Shelton Wealth Management’s Broadcom AVGO Stock Holding History

Shelton 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 		$1.46M Buy
3,852
+192
+5% +$77K 0.57% 60
2026
Q1 		$1.13M Buy
3,660
+2,032
+125% +$669K 0.5% 67
2025
Q4 		$563K Sell
1,628
-36
-2% -$12.9K 0.24% 91
2025
Q3 		$549K Sell
1,664
-3,690
-69% -$1.13M 0.25% 90
2025
Q2 		$1.48M Sell
5,354
-184
-3% -$40K 0.71% 41
2025
Q1 		$927K Buy
5,538
+110
+2% +$23.3K 0.5% 67
2024
Q4 		$1.26M Buy
5,428
+171
+3% +$31.6K 0.65% 41
2024
Q3 		$907K Buy
5,257
+127
+2% +$20.4K 0.49% 70
2024
Q2 		$824K Sell
5,130
-2,220
-30% -$311K 0.47% 70
2024
Q1 		$975K Sell
7,350
-540
-7% -$66.9K 0.61% 36
2023
Q4 		$881K Sell
7,890
-560
-7% -$53K 0.63% 35
2023
Q3 		$702K Buy
8,450
+170
+2% +$14.7K 0.56% 28
2023
Q2 		$718K Sell
8,280
-1,190
-13% -$84.9K 0.56% 27
2023
Q1 		$607K Sell
9,470
-1,660
-15% -$99.9K 0.49% 30
2022
Q4 		$623K Buy
11,130
+1,730
+18% +$86.7K 0.49% 32
2022
Q3 		$417K Sell
9,400
-20
-0.2% -$1.02K 0.37% 36
2022
Q2 		$458K Buy
9,420
+190
+2% +$10.7K 0.39% 36
2022
Q1 		$581K Sell
9,230
-510
-5% -$30.3K 0.46% 35
2021
Q4 		$648K Buy
+9,740
New +$547K 0.51% 27

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

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

Shelton Wealth Management increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $77K and bringing the position to 3,852 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #60.

Shelton Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Shelton Wealth Management held 3,852 shares of Broadcom worth $1.46M as of Q2 2026.
  • Shelton Wealth Management bought 192 Broadcom shares in Q2 2026, an estimated $77K.
  • Broadcom made up 0.57% of Shelton Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Shelton Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Broadcom position peaked at $1.48M in Q2 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.