SMG
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Smart Money Group’s Broadcom AVGO Stock Holding History

Smart Money Group’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 		$1.59M Sell
4,201
-9
-0.2% -$3.61K 0.41% 26
2026
Q1 		$1.3M Sell
4,210
-214
-5% -$70.4K 0.38% 34
2025
Q4 		$1.53M Sell
4,424
-302
-6% -$108K 0.45% 27
2025
Q3 		$1.56M Buy
4,726
+52
+1% +$16K 0.46% 24
2025
Q2 		$1.29M Buy
4,674
+322
+7% +$69.9K 0.4% 23
2025
Q1 		$729K Buy
4,352
+26
+0.6% +$5.5K 0.25% 53
2024
Q4 		$1M Buy
4,326
+21
+0.5% +$3.88K 0.35% 48
2024
Q3 		$731K Sell
4,305
-36,815
-90% -$5.9M 0.26% 57
2024
Q2 		$661K Buy
41,120
+37,020
+903% +$5.19M 0.24% 55
2024
Q1 		$533K Buy
4,100
+560
+16% +$69.4K 0.21% 57
2023
Q4 		$395K Buy
3,540
+1,050
+42% +$99.4K 0.17% 60
2023
Q3 		$207K Buy
+2,490
New +$216K 0.1% 71

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

Smart Money Group's AVGO Position: Q2 2026 in Review

Smart Money Group reduced its Broadcom (AVGO) stake by 0.21% in Q2 2026, selling an estimated $3.61K and leaving 4,201 shares worth $1.59M. The position accounts for 0.41% of the portfolio, ranked #26.

Smart Money Group first reported a position in AVGO in Q3 2023 and has held it in 12 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Smart Money Group held 4,201 shares of Broadcom worth $1.59M as of Q2 2026.
  • Smart Money Group sold 9 Broadcom shares in Q2 2026, an estimated $3.61K.
  • Broadcom made up 0.41% of Smart Money Group's portfolio in Q2 2026, its #26 holding.
  • Smart Money Group first reported a position in Broadcom in Q3 2023 and has held it in 12 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.