Smith Shellnut Wilson’s Broadcom AVGO Stock Holding History

Smith Shellnut Wilson’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	$1.62M	Hold	4,299	–	–	0.61%	38
2026 Q1	$1.33M	Sell	4,299 -8	-0.2%	-$2.63K	0.58%	42
2025 Q4	$1.49M	Sell	4,307 -1,230	-22%	-$440K	0.57%	41
2025 Q3	$1.83M	Buy	5,537 +1,025	+23%	+$314K	0.7%	32
2025 Q2	$1.24M	Hold	4,512	–	–	0.54%	39
2025 Q1	$755K	Sell	4,512 -73	-2%	-$15.4K	0.35%	53
2024 Q4	$1.06M	Buy	4,585 +183	+4%	+$33.8K	0.47%	48
2024 Q3	$759K	Buy	4,402 +452	+11%	+$72.5K	0.34%	52
2024 Q2	$634K	Hold	3,950	–	–	0.31%	54
2024 Q1	$524K	Hold	3,950	–	–	0.28%	64
2023 Q4	$441K	Sell	3,950 -90	-2%	-$8.52K	0.25%	72
2023 Q3	$336K	Hold	4,040	–	–	0.21%	86
2023 Q2	$350K	Hold	4,040	–	–	0.2%	88
2023 Q1	$259K	Hold	4,040	–	–	0.16%	109
2022 Q4	$226K	Buy	+4,040	New	+$203K	0.14%	111
2022 Q2	–	Sell	-4,040	Closed	-$254K	–	128
2022 Q1	$254K	Hold	4,040	–	–	0.13%	124
2021 Q4	$269K	Buy	+4,040	New	+$227K	0.13%	133

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Smith Shellnut Wilson's AVGO Position: Q2 2026 in Review

Smith Shellnut Wilson held its Broadcom (AVGO) position steady in Q2 2026 at 4,299 shares worth $1.62M. The position accounts for 0.61% of the portfolio, ranked #38.

Smith Shellnut Wilson first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.83M in Q3 2025. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Smith Shellnut Wilson held 4,299 shares of Broadcom worth $1.62M as of Q2 2026.
Smith Shellnut Wilson left its Broadcom share count unchanged in Q2 2026.
Broadcom made up 0.61% of Smith Shellnut Wilson's portfolio in Q2 2026, its #38 holding.
Smith Shellnut Wilson first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
Smith Shellnut Wilson's Broadcom position peaked at $1.83M in Q3 2025.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.