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Swisher Financial Concepts’s Broadcom AVGO Stock Holding History

Swisher 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 		$1.23M Sell
3,259
-1,789
-35% -$717K 0.78% 21
2026
Q1 		$1.56M Sell
5,048
-62
-1% -$20.4K 0.87% 20
2025
Q4 		$1.77M Sell
5,110
-198
-4% -$70.8K 1% 19
2025
Q3 		$1.75M Buy
5,308
+2,330
+78% +$715K 1.05% 18
2025
Q2 		$821K Sell
2,978
-20
-0.7% -$4.34K 0.53% 33
2025
Q1 		$502K Buy
2,998
+2,102
+235% +$445K 0.41% 43
2024
Q4 		$208K Sell
896
-1,658
-65% -$307K 0.24% 60
2024
Q3 		$441K Buy
2,554
+4
+0.2% +$641 0.28% 56
2024
Q2 		$423K Sell
2,550
-270
-10% -$37.8K 0.43% 45
2024
Q1 		$376K Sell
2,820
-450
-14% -$55.8K 0.33% 49
2023
Q4 		$362K Buy
+3,270
New +$310K 0.35% 50

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

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

Swisher Financial Concepts reduced its Broadcom (AVGO) stake by 35% in Q2 2026, selling an estimated $717K and leaving 3,259 shares worth $1.23M. The position accounts for 0.78% of the portfolio, ranked #21.

Swisher Financial Concepts first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2025. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Swisher Financial Concepts held 3,259 shares of Broadcom worth $1.23M as of Q2 2026.
  • Swisher Financial Concepts sold 1,789 Broadcom shares in Q2 2026, an estimated $717K.
  • Broadcom made up 0.78% of Swisher Financial Concepts's portfolio in Q2 2026, its #21 holding.
  • Swisher Financial Concepts first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Broadcom position peaked at $1.77M in Q4 2025.
  • 4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.