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Wagner Wealth Management (South Carolina)’s Broadcom AVGO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$3.75M Sell
9,935
-288
-3% -$115K 0.69% 29
2026
Q1 		$3.16M Sell
10,223
-236
-2% -$77.7K 0.64% 29
2025
Q4 		$3.62M Buy
10,459
+2,455
+31% +$878K 0.77% 25
2025
Q3 		$2.64M Sell
8,004
-394
-5% -$121K 0.61% 28
2025
Q2 		$2.31M Buy
8,398
+241
+3% +$52.3K 0.53% 32
2025
Q1 		$1.37M Buy
8,157
+80
+1% +$16.9K 0.34% 37
2024
Q4 		$1.87M Buy
8,077
+158
+2% +$29.2K 0.48% 32
2024
Q3 		$1.37M Sell
7,919
-2,541
-24% -$407K 0.37% 37
2024
Q2 		$1.68M Buy
10,460
+1,200
+13% +$168K 0.5% 35
2024
Q1 		$1.23M Buy
9,260
+770
+9% +$95.4K 0.37% 44
2023
Q4 		$948K Buy
8,490
+620
+8% +$58.7K 0.32% 55
2023
Q3 		$653K Buy
7,870
+1,040
+15% +$90.2K 0.24% 63
2023
Q2 		$593K Buy
6,830
+50
+0.7% +$3.57K 0.23% 66
2023
Q1 		$435K Buy
6,780
+240
+4% +$14.4K 0.2% 75
2022
Q4 		$366K Buy
6,540
+3,270
+100% +$164K 0.23% 78
2022
Q3 		$145K Buy
3,270
+940
+40% +$48K 0.11% 119
2022
Q2 		$113K Buy
+2,330
New +$131K 0.09% 137
2022
Q1 		– Sell
-1,500
Closed -$100K – 238
2021
Q4 		$100K Hold
1,500
– – 0.08% 181
2021
Q3 		$80K Sell
1,500
-250
-14% -$12.2K 0.06% 188
2021
Q2 		$84K Buy
1,750
+950
+119% +$44K 0.06% 205
2021
Q1 		$37K Buy
+800
New +$37K 0.03% 264

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

Wagner Wealth Management (South Carolina)'s AVGO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Broadcom (AVGO) stake by 2.8% in Q2 2026, selling an estimated $115K and leaving 9,935 shares worth $3.75M. The position accounts for 0.69% of the portfolio, ranked #29.

Wagner Wealth Management (South Carolina) first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,801 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 9,935 shares of Broadcom worth $3.75M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 288 Broadcom shares in Q2 2026, an estimated $115K.
  • Broadcom made up 0.69% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #29 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,801 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.