TWM
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Tradition Wealth Management’s Broadcom AVGO Stock Holding History

Tradition 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 		$8.53M Buy
22,584
+318
+1% +$128K 0.52% 47
2026
Q1 		$6.89M Buy
22,266
+404
+2% +$133K 0.49% 53
2025
Q4 		$7.57M Sell
21,862
-320
-1% -$114K 0.54% 48
2025
Q3 		$7.32M Buy
22,182
+628
+3% +$193K 0.54% 46
2025
Q2 		$5.94M Buy
21,554
+123
+0.6% +$26.7K 0.47% 55
2025
Q1 		$3.59M Sell
21,431
-53
-0.2% -$11.2K 0.32% 73
2024
Q4 		$4.98M Sell
21,484
-231
-1% -$42.7K 0.44% 55
2024
Q3 		$3.75M Sell
21,715
-815
-4% -$131K 0.33% 71
2024
Q2 		$3.62M Sell
22,530
-310
-1% -$43.4K 0.35% 67
2024
Q1 		$3.03M Buy
22,840
+270
+1% +$33.5K 0.31% 71
2023
Q4 		$2.52M Buy
22,570
+410
+2% +$38.8K 0.26% 67
2023
Q3 		$1.84M Sell
22,160
-950
-4% -$82.3K 0.22% 84
2023
Q2 		$2M Sell
23,110
-350
-1% -$25K 0.23% 82
2023
Q1 		$1.5M Buy
23,460
+7,000
+43% +$421K 0.19% 95
2022
Q4 		$920K Sell
16,460
-700
-4% -$35.1K 0.13% 110
2022
Q3 		$762K Buy
17,160
+3,530
+26% +$180K 0.11% 122
2022
Q2 		$662K Sell
13,630
-1,440
-10% -$80.8K 0.1% 135
2022
Q1 		$949K Buy
15,070
+2,420
+19% +$144K 0.12% 133
2021
Q4 		$842K Buy
12,650
+1,480
+13% +$83.2K 0.11% 139
2021
Q3 		$542K Buy
11,170
+750
+7% +$36.5K 0.08% 164
2021
Q2 		$497K Buy
10,420
+430
+4% +$19.9K 0.07% 177
2021
Q1 		$463K Buy
9,990
+150
+2% +$6.94K 0.08% 162
2020
Q4 		$431K Buy
+9,840
New +$384K 0.08% 161

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

Tradition Wealth Management's AVGO Position: Q2 2026 in Review

Tradition Wealth Management increased its Broadcom (AVGO) stake by 1.4% in Q2 2026, buying an estimated $128K and bringing the position to 22,584 shares worth $8.53M. The position accounts for 0.52% of the portfolio, ranked #47.

Tradition Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 23 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Tradition Wealth Management held 22,584 shares of Broadcom worth $8.53M as of Q2 2026.
  • Tradition Wealth Management bought 318 Broadcom shares in Q2 2026, an estimated $128K.
  • Broadcom made up 0.52% of Tradition Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Tradition Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 23 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.