TMWM
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Taylor & Morgan Wealth Management’s Broadcom AVGO Stock Holding History

Taylor & Morgan Wealth Management’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 		$4.37M Sell
11,578
-255
-2% -$102K 2.16% 12
2026
Q1 		$3.66M Sell
11,833
-553
-4% -$182K 2.09% 14
2025
Q4 		$4.29M Buy
12,386
+304
+3% +$109K 2.4% 12
2025
Q3 		$3.99M Sell
12,082
-36
-0.3% -$11K 2.45% 11
2025
Q2 		$3.34M Buy
12,118
+19
+0.2% +$4.13K 2.25% 12
2025
Q1 		$2.03M Sell
12,099
-358
-3% -$75.8K 1.53% 16
2024
Q4 		$2.89M Sell
12,457
-1,595
-11% -$295K 2.03% 14
2024
Q3 		$2.42M Sell
14,052
-2,228
-14% -$357K 1.63% 14
2024
Q2 		$2.61M Sell
16,280
-470
-3% -$65.9K 1.85% 14
2024
Q1 		$2.22M Sell
16,750
-440
-3% -$54.5K 1.63% 14
2023
Q4 		$1.92M Buy
17,190
+1,360
+9% +$129K 1.53% 14
2023
Q3 		$1.31M Sell
15,830
-2,530
-14% -$219K 1.18% 16
2023
Q2 		$1.59M Sell
18,360
-1,910
-9% -$136K 1.31% 15
2023
Q1 		$1.3M Sell
20,270
-260
-1% -$15.6K 1.13% 18
2022
Q4 		$1.15M Sell
20,530
-200
-1% -$10K 1.08% 19
2022
Q3 		$920K Buy
20,730
+20
+0.1% +$1.02K 0.92% 22
2022
Q2 		$1.01M Buy
20,710
+350
+2% +$19.6K 0.95% 23
2022
Q1 		$1.28M Buy
20,360
+6,260
+44% +$372K 1.05% 20
2021
Q4 		$938K Buy
+14,100
New +$793K 0.76% 32

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Taylor & Morgan Wealth Management's AVGO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Broadcom (AVGO) stake by 2.2% in Q2 2026, selling an estimated $102K and leaving 11,578 shares worth $4.37M. The position accounts for 2.16% of the portfolio, ranked #12.

Taylor & Morgan Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. 2,202 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Taylor & Morgan Wealth Management held 11,578 shares of Broadcom worth $4.37M as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 255 Broadcom shares in Q2 2026, an estimated $102K.
  • Broadcom made up 2.16% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Taylor & Morgan Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.