Smith Salley Wealth Management’s Broadcom AVGO Stock Holding History

Smith Salley 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	$61.5M	Buy	162,684 +37,187	+30%	+$14.9M	2.67%	6
2026 Q1	$38.8M	Buy	125,497 +28,952	+30%	+$9.53M	1.95%	11
2025 Q4	$33.4M	Sell	96,545 -121	-0.1%	-$43.3K	1.65%	14
2025 Q3	$31.9M	Buy	96,666 +15,233	+19%	+$4.67M	1.64%	14
2025 Q2	$22.4M	Sell	81,433 -302	-0.4%	-$65.6K	1.3%	24
2025 Q1	$13.7M	Buy	81,735 +11,987	+17%	+$2.54M	0.9%	35
2024 Q4	$16.2M	Sell	69,748 -656	-0.9%	-$121K	1.04%	33
2024 Q3	$12.1M	Buy	70,404 +4,434	+7%	+$711K	0.79%	38
2024 Q2	$10.6M	Sell	65,970 -5,740	-8%	-$804K	0.76%	41
2024 Q1	$9.5M	Sell	71,710 -58,090	-45%	-$7.2M	0.74%	44
2023 Q4	$14.5M	Sell	129,800 -11,740	-8%	-$1.11M	0.94%	39
2023 Q3	$11.8M	Sell	141,540 -630	-0.4%	-$54.6K	0.87%	40
2023 Q2	$12.3M	Sell	142,170 -10,960	-7%	-$782K	0.91%	37
2023 Q1	$9.82M	Buy	153,130 +2,380	+2%	+$143K	0.78%	42
2022 Q4	$8.43M	Buy	150,750 +1,020	+0.7%	+$51.1K	0.72%	48
2022 Q3	$6.65M	Sell	149,730 -15,750	-10%	-$805K	0.62%	49
2022 Q2	$8.04M	Buy	165,480 +5,380	+3%	+$302K	0.7%	48
2022 Q1	$10.1M	Sell	160,100 -19,790	-11%	-$1.18M	0.76%	42
2021 Q4	$12M	Buy	179,890 +280	+0.2%	+$15.7K	0.85%	40
2021 Q3	$8.71M	Buy	179,610 +5,890	+3%	+$286K	0.69%	44
2021 Q2	$8.28M	Sell	173,720 -140	-0.1%	-$6.49K	0.67%	43
2021 Q1	$8.06M	Buy	173,860 +10,190	+6%	+$471K	0.72%	44
2020 Q4	$7.17M	Buy	163,670 +6,170	+4%	+$241K	0.73%	44
2020 Q3	$5.74M	Buy	157,500 +1,710	+1%	+$57.3K	0.69%	46
2020 Q2	$4.92M	Buy	155,790 +7,060	+5%	+$198K	0.66%	46
2020 Q1	$3.53M	Sell	148,730 -7,030	-5%	-$198K	0.59%	50
2019 Q4	$4.92M	Buy	155,760 +1,530	+1%	+$46.5K	0.65%	47
2019 Q3	$4.26M	Buy	154,230 +9,190	+6%	+$261K	0.61%	53
2019 Q2	$4.17M	Sell	145,040 -5,430	-4%	-$158K	0.63%	53
2019 Q1	$4.53M	Buy	150,470 +33,660	+29%	+$913K	0.73%	51
2018 Q4	$2.97M	Buy	116,810 +35,440	+44%	+$836K	0.55%	62
2018 Q3	$2.01M	Buy	+81,370	New	+$1.82M	0.32%	76

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smith Salley Wealth Management's AVGO Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Broadcom (AVGO) stake by 30% in Q2 2026, buying an estimated $14.9M and bringing the position to 162,684 shares worth $61.5M. The position accounts for 2.67% of the portfolio, ranked #6.

Smith Salley Wealth Management first reported a position in AVGO in Q3 2018 and has held it in 32 quarters since. 2,335 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Smith Salley Wealth Management held 162,684 shares of Broadcom worth $61.5M as of Q2 2026.
Smith Salley Wealth Management bought 37,187 Broadcom shares in Q2 2026, an estimated $14.9M.
Broadcom made up 2.67% of Smith Salley Wealth Management's portfolio in Q2 2026, its #6 holding.
Smith Salley Wealth Management first reported a position in Broadcom in Q3 2018 and has held it in 32 quarters since.
2,335 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.