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Strategic Financial Concepts’s Broadcom AVGO Stock Holding History

Strategic Financial Concepts’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 		$384K Sell
1,016
-346
-25% -$139K 0.11% 158
2026
Q1 		$422K Buy
1,362
+771
+130% +$254K 0.1% 175
2025
Q4 		$204K Sell
591
-215
-27% -$76.9K 0.19% 120
2025
Q3 		$266K Buy
+806
New +$247K 0.04% 213
2025
Q2 		– Sell
-1,533
Closed -$257K – 285
2025
Q1 		$257K Sell
1,533
-716
-32% -$152K 0.05% 264
2024
Q4 		$521K Buy
2,249
+657
+41% +$122K 0.1% 176
2024
Q3 		$275K Sell
1,592
-2,059,198
-100% -$330M 0.09% 191
2024
Q2 		$54.4K Buy
2,060,790
+2,058,240
+80,715% +$288M 0.03% 236
2024
Q1 		$338K Buy
+2,550
New +$316K 0.08% 211

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

Strategic Financial Concepts's AVGO Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Broadcom (AVGO) stake by 25% in Q2 2026, selling an estimated $139K and leaving 1,016 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #158.

Strategic Financial Concepts first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $521K in Q4 2024. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Strategic Financial Concepts held 1,016 shares of Broadcom worth $384K as of Q2 2026.
  • Strategic Financial Concepts sold 346 Broadcom shares in Q2 2026, an estimated $139K.
  • Broadcom made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #158 holding.
  • Strategic Financial Concepts first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Strategic Financial Concepts's Broadcom position peaked at $521K in Q4 2024.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.