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Walkner Condon Financial Advisors’s Broadcom AVGO Stock Holding History

Walkner Condon Financial Advisors’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 		$2.33M Buy
6,157
+583
+10% +$234K 0.27% 72
2026
Q1 		$1.73M Buy
5,574
+122
+2% +$40.1K 0.23% 84
2025
Q4 		$1.89M Buy
5,452
+351
+7% +$126K 0.26% 79
2025
Q3 		$1.68M Buy
5,101
+1,157
+29% +$355K 0.27% 76
2025
Q2 		$1.09M Buy
3,944
+38
+1% +$8.25K 0.2% 95
2025
Q1 		$654K Buy
3,906
+335
+9% +$70.9K 0.13% 120
2024
Q4 		$828K Buy
3,571
+245
+7% +$45.3K 0.17% 106
2024
Q3 		$574K Sell
3,326
-44
-1% -$7.05K 0.12% 139
2024
Q2 		$541K Buy
3,370
+80
+2% +$11.2K 0.12% 138
2024
Q1 		$436K Sell
3,290
-1,050
-24% -$130K 0.09% 168
2023
Q4 		$484K Buy
4,340
+910
+27% +$86.2K 0.11% 150
2023
Q3 		$285K Buy
3,430
+250
+8% +$21.7K 0.08% 200
2023
Q2 		$276K Buy
+3,180
New +$227K 0.07% 195

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

Walkner Condon Financial Advisors's AVGO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Broadcom (AVGO) stake by 10% in Q2 2026, buying an estimated $234K and bringing the position to 6,157 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #72.

Walkner Condon Financial Advisors 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.

  • Walkner Condon Financial Advisors held 6,157 shares of Broadcom worth $2.33M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 583 Broadcom shares in Q2 2026, an estimated $234K.
  • Broadcom made up 0.27% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.