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Summit Financial Wealth Advisors’s Broadcom AVGO Stock Holding History

Summit Financial Wealth Advisors’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 		$3.54M Buy
9,362
+1,135
+14% +$455K 0.45% 42
2026
Q1 		$2.55M Buy
8,227
+63
+0.8% +$20.7K 0.36% 44
2025
Q4 		$2.83M Sell
8,164
-72
-0.9% -$25.7K 0.4% 44
2025
Q3 		$2.75M Buy
8,236
+718
+10% +$220K 0.43% 42
2025
Q2 		$2.07M Buy
7,518
+693
+10% +$150K 0.37% 44
2025
Q1 		$1.14M Sell
6,825
-30
-0.4% -$6.35K 0.23% 55
2024
Q4 		$1.49M Sell
6,855
-75
-1% -$13.9K 0.29% 47
2024
Q3 		$1.2M Buy
6,930
+70
+1% +$11.2K 0.22% 52
2024
Q2 		$1.1M Buy
6,860
+140
+2% +$19.6K 0.22% 52
2024
Q1 		$891K Sell
6,720
-1,000
-13% -$124K 0.18% 56
2023
Q4 		$862K Sell
7,720
-670
-8% -$63.4K 0.2% 58
2023
Q3 		$753K Sell
8,390
-1,090
-11% -$94.5K 0.19% 58
2023
Q2 		$822K Sell
9,480
-690
-7% -$49.2K 0.19% 58
2023
Q1 		$652K Hold
10,170
– – 0.15% 68
2022
Q4 		$569K Hold
10,170
– – 0.14% 76
2022
Q3 		$463K Sell
10,170
-2,460
-19% -$126K 0.13% 76
2022
Q2 		$648K Buy
12,630
+960
+8% +$53.9K 0.15% 66
2022
Q1 		$735K Sell
11,670
-1,480
-11% -$87.9K 0.15% 64
2021
Q4 		$882K Buy
13,150
+350
+3% +$19.7K 0.17% 59
2021
Q3 		$621K Buy
12,800
+250
+2% +$12.2K 0.14% 69
2021
Q2 		$598K Sell
12,550
-177,570
-93% -$8.23M 0.14% 72
2021
Q1 		$8.32M Sell
190,120
-3,130
-2% -$145K 2.12% 12
2020
Q4 		$7.04M Buy
193,250
+1,150
+0.6% +$44.8K 1.92% 15
2020
Q3 		$6.75M Sell
192,100
-3,240
-2% -$109K 1.8% 17
2020
Q2 		$6.24M Buy
195,340
+3,860
+2% +$108K 1.66% 17
2020
Q1 		$4.83M Sell
191,480
-17,150
-8% -$483K 1.52% 19
2019
Q4 		$6.45M Sell
208,630
-10,540
-5% -$320K 1.57% 16
2019
Q3 		$6.16M Buy
219,170
+14,880
+7% +$423K 1.51% 15
2019
Q2 		$5.88M Buy
204,290
+40,790
+25% +$1.19M 1.44% 16
2019
Q1 		$4.97M Buy
+163,500
New +$4.43M 1.31% 20

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Financial Wealth Advisors's AVGO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Broadcom (AVGO) stake by 14% in Q2 2026, buying an estimated $455K and bringing the position to 9,362 shares worth $3.54M. The position accounts for 0.45% of the portfolio, ranked #42.

Summit Financial Wealth Advisors first reported a position in AVGO in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.32M in Q1 2021. 853 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summit Financial Wealth Advisors held 9,362 shares of Broadcom worth $3.54M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,135 Broadcom shares in Q2 2026, an estimated $455K.
  • Broadcom made up 0.45% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Summit Financial Wealth Advisors first reported a position in Broadcom in Q1 2019 and has held it in 30 quarters since.
  • Summit Financial Wealth Advisors's Broadcom position peaked at $8.32M in Q1 2021.
  • 853 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.