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Tempus Wealth Planning’s Broadcom AVGO Stock Holding History

Tempus Wealth Planning’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 		$511K Buy
1,353
+64
+5% +$25.7K 0.1% 180
2026
Q1 		$399K Buy
1,289
+132
+11% +$43.4K 0.09% 191
2025
Q4 		$400K Sell
1,157
-100
-8% -$35.8K 0.09% 193
2025
Q3 		$415K Buy
1,257
+162
+15% +$49.7K 0.1% 193
2025
Q2 		$302K Sell
1,095
-194
-15% -$42.1K 0.08% 211
2025
Q1 		$216K Sell
1,289
-225
-15% -$47.6K 0.06% 240
2024
Q4 		$351K Sell
1,514
-521
-26% -$96.4K 0.11% 175
2024
Q3 		$351K Buy
2,035
+365
+22% +$58.5K 0.13% 157
2024
Q2 		$268K Buy
1,670
+140
+9% +$19.6K 0.11% 165
2024
Q1 		$203K Buy
+1,530
New +$190K 0.09% 187

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

Tempus Wealth Planning's AVGO Position: Q2 2026 in Review

Tempus Wealth Planning increased its Broadcom (AVGO) stake by 5% in Q2 2026, buying an estimated $25.7K and bringing the position to 1,353 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #180.

Tempus Wealth Planning first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tempus Wealth Planning held 1,353 shares of Broadcom worth $511K as of Q2 2026.
  • Tempus Wealth Planning bought 64 Broadcom shares in Q2 2026, an estimated $25.7K.
  • Broadcom made up 0.1% of Tempus Wealth Planning's portfolio in Q2 2026, its #180 holding.
  • Tempus Wealth Planning first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.