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Walled Lake Planning & Wealth Management’s Broadcom AVGO Stock Holding History

Walled Lake Planning & 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 		$1.64M Buy
4,337
+32
+0.7% +$12.8K 0.41% 39
2026
Q1 		$1.33M Sell
4,305
-42
-1% -$13.8K 0.39% 39
2025
Q4 		$1.5M Buy
4,347
+303
+7% +$108K 0.48% 38
2025
Q3 		$1.33M Buy
4,044
+362
+10% +$111K 0.44% 37
2025
Q2 		$1.01M Buy
3,682
+2,302
+167% +$500K 0.33% 46
2025
Q1 		$231K Sell
1,380
-59
-4% -$12.5K 0.08% 117
2024
Q4 		$334K Hold
1,439
– – 0.12% 97
2024
Q3 		$248K Sell
1,439
-2,031
-59% -$326K 0.09% 110
2024
Q2 		$557K Hold
3,470
– – 0.23% 55
2024
Q1 		$460K Buy
3,470
+10
+0.3% +$1.24K 0.19% 61
2023
Q4 		$386K Hold
3,460
– – 0.18% 62
2023
Q3 		$287K Hold
3,460
– – 0.14% 69
2023
Q2 		$300K Buy
+3,460
New +$247K 0.15% 66
2021
Q4 		– Sell
-2,670
Closed -$129K – 120
2021
Q3 		$129K Hold
2,670
– – 0.08% 102
2021
Q2 		$127K Hold
2,670
– – 0.08% 96
2021
Q1 		$124K Hold
2,670
– – 0.09% 96
2020
Q4 		$117K Buy
2,670
+2,240
+521% +$87.3K 0.09% 90
2020
Q3 		$16K Hold
430
– – 0.01% 185
2020
Q2 		$14K Buy
430
+240
+126% +$6.72K 0.01% 178
2020
Q1 		$5K Hold
190
– – ﹤0.01% 226
2019
Q4 		$6K Buy
+190
New +$5.77K ﹤0.01% 224

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

Walled Lake Planning & Wealth Management's AVGO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Broadcom (AVGO) stake by 0.74% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,337 shares worth $1.64M. The position accounts for 0.41% of the portfolio, ranked #39.

Walled Lake Planning & Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 21 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,337 shares of Broadcom worth $1.64M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 32 Broadcom shares in Q2 2026, an estimated $12.8K.
  • Broadcom made up 0.41% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 21 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.