WHCI
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W.H. Cornerstone Investments’s Broadcom AVGO Stock Holding History

W.H. Cornerstone Investments’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 		$475K Sell
1,256
-6
-0.5% -$2.41K 0.27% 73
2026
Q1 		$391K Buy
1,262
+2
+0.2% +$658 0.24% 78
2025
Q4 		$436K Buy
1,260
+11
+0.9% +$3.93K 0.26% 73
2025
Q3 		$412K Buy
1,249
+2
+0.2% +$614 0.25% 77
2025
Q2 		$344K Buy
1,247
+2
+0.2% +$434 0.22% 86
2025
Q1 		$208K Buy
1,245
+5
+0.4% +$1.06K 0.14% 110
2024
Q4 		$288K Buy
1,240
+2
+0.2% +$370 0.19% 98
2024
Q3 		$213K Buy
+1,238
New +$198K 0.14% 115

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

W.H. Cornerstone Investments's AVGO Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Broadcom (AVGO) stake by 0.48% in Q2 2026, selling an estimated $2.41K and leaving 1,256 shares worth $475K. The position accounts for 0.27% of the portfolio, ranked #73.

W.H. Cornerstone Investments first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. 4,844 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • W.H. Cornerstone Investments held 1,256 shares of Broadcom worth $475K as of Q2 2026.
  • W.H. Cornerstone Investments sold 6 Broadcom shares in Q2 2026, an estimated $2.41K.
  • Broadcom made up 0.27% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #73 holding.
  • W.H. Cornerstone Investments first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
  • 4,844 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.