SWG
AVGO icon

Summit Wealth Group’s Broadcom AVGO Stock Holding History

Summit Wealth Group’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 		$629K Buy
1,666
+132
+9% +$52.9K 0.13% 67
2026
Q1 		$475K Sell
1,534
-40
-3% -$13.2K 0.11% 80
2025
Q4 		$545K Buy
1,574
+296
+23% +$106K 0.13% 67
2025
Q3 		$422K Buy
1,278
+4
+0.3% +$1.23K 0.1% 76
2025
Q2 		$351K Sell
1,274
-264
-17% -$57.3K 0.09% 79
2025
Q1 		$258K Sell
1,538
-67
-4% -$14.2K 0.08% 87
2024
Q4 		$372K Sell
1,605
-235
-13% -$43.5K 0.11% 61
2024
Q3 		$317K Hold
1,840
– – 0.09% 73
2024
Q2 		$295K Buy
1,840
+40
+2% +$5.61K 0.09% 68
2024
Q1 		$239K Hold
1,800
– – 0.16% 42
2023
Q4 		$201K Buy
+1,800
New +$170K 0.16% 42
2023
Q2 		– Sell
-1,154,770
Closed – – 92
2023
Q1 		$0 Buy
+1,154,770
New +$69.5M ﹤0.01% 161
2021
Q3 		– Sell
-2,280
Closed -$109K – 57
2021
Q2 		$109K Hold
2,280
– – 0.16% 39
2021
Q1 		$106K Buy
+2,280
New +$105K 0.17% 32

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

Summit Wealth Group's AVGO Position: Q2 2026 in Review

Summit Wealth Group increased its Broadcom (AVGO) stake by 8.6% in Q2 2026, buying an estimated $52.9K and bringing the position to 1,666 shares worth $629K. The position accounts for 0.13% of the portfolio, ranked #67.

Summit Wealth Group first reported a position in AVGO in Q1 2021 and has held it in 14 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Summit Wealth Group held 1,666 shares of Broadcom worth $629K as of Q2 2026.
  • Summit Wealth Group bought 132 Broadcom shares in Q2 2026, an estimated $52.9K.
  • Broadcom made up 0.13% of Summit Wealth Group's portfolio in Q2 2026, its #67 holding.
  • Summit Wealth Group first reported a position in Broadcom in Q1 2021 and has held it in 14 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.