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Tower View Wealth Management’s Broadcom AVGO Stock Holding History

Tower View 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 		$3.47M Buy
9,183
+97
+1% +$38.9K 1.53% 23
2026
Q1 		$2.81M Buy
9,086
+772
+9% +$254K 1.44% 26
2025
Q4 		$2.88M Buy
8,314
+8,233
+10,164% +$2.94M 1.42% 28
2025
Q3 		$26.7K Hold
81
– – 0.01% 100
2025
Q2 		$22.2K Buy
81
+1
+1% +$217 0.01% 115
2025
Q1 		$13.5K Hold
80
– – 0.01% 123
2024
Q4 		$18.6K Hold
80
– – 0.01% 107
2024
Q3 		$13.8K Hold
80
– – 0.01% 120
2024
Q2 		$12.8K Hold
80
– – 0.01% 121
2024
Q1 		$10.6K Hold
80
– – 0.01% 132
2023
Q4 		$9K Hold
80
– – 0.01% 126
2023
Q3 		$7K Hold
80
– – ﹤0.01% 126
2023
Q2 		$7K Buy
+80
New +$5.71K ﹤0.01% 129

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

Tower View Wealth Management's AVGO Position: Q2 2026 in Review

Tower View Wealth Management increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $38.9K and bringing the position to 9,183 shares worth $3.47M. The position accounts for 1.53% of the portfolio, ranked #23.

Tower View Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tower View Wealth Management held 9,183 shares of Broadcom worth $3.47M as of Q2 2026.
  • Tower View Wealth Management bought 97 Broadcom shares in Q2 2026, an estimated $38.9K.
  • Broadcom made up 1.53% of Tower View Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Tower View Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.