SW
AVGO icon

SMART Wealth’s Broadcom AVGO Stock Holding History

SMART Wealth’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 		$1.03M Buy
2,725
+199
+8% +$79.8K 0.22% 121
2026
Q1 		$782K Sell
2,526
-5,038
-67% -$1.66M 0.23% 109
2025
Q4 		$2.62M Buy
+7,564
New +$2.7M 0.8% 44
2025
Q3 		– Sell
-2,878
Closed -$793K – 147
2025
Q2 		$793K Sell
2,878
-6,999
-71% -$1.52M 0.25% 91
2025
Q1 		$1.65M Sell
9,877
-2,041
-17% -$432K 0.59% 52
2024
Q4 		$2.76M Buy
11,918
+8,078
+210% +$1.49M 0.98% 29
2024
Q3 		$662K Buy
+3,840
New +$616K 0.26% 82

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 Wealth's AVGO Position: Q2 2026 in Review

SMART Wealth increased its Broadcom (AVGO) stake by 7.9% in Q2 2026, buying an estimated $79.8K and bringing the position to 2,725 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #121.

SMART Wealth first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2024. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • SMART Wealth held 2,725 shares of Broadcom worth $1.03M as of Q2 2026.
  • SMART Wealth bought 199 Broadcom shares in Q2 2026, an estimated $79.8K.
  • Broadcom made up 0.22% of SMART Wealth's portfolio in Q2 2026, its #121 holding.
  • SMART Wealth first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • SMART Wealth's Broadcom position peaked at $2.76M in Q4 2024.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.