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Wealth Management Partners’s Broadcom AVGO Stock Holding History

Wealth Management Partners’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 		$3.95M Sell
10,448
-114
-1% -$45.7K 0.93% 29
2026
Q1 		$3.27M Sell
10,562
-73
-0.7% -$24K 0.93% 26
2025
Q4 		$3.68M Sell
10,635
-300
-3% -$107K 1.05% 22
2025
Q3 		$3.61M Sell
10,935
-92
-0.8% -$28.2K 1.15% 20
2025
Q2 		$3.02M Buy
11,027
+663
+6% +$144K 1.07% 20
2025
Q1 		$1.74M Buy
10,364
+617
+6% +$131K 0.8% 30
2024
Q4 		$2.26M Buy
9,747
+244
+3% +$45.1K 0.98% 26
2024
Q3 		$1.64M Sell
9,503
-637
-6% -$102K 0.76% 30
2024
Q2 		$1.63M Buy
10,140
+5,250
+107% +$736K 0.79% 27
2024
Q1 		$648K Buy
4,890
+2,420
+98% +$300K 0.33% 61
2023
Q4 		$276K Buy
+2,470
New +$234K 0.15% 95
2023
Q3 		– Sell
-2,350
Closed -$204K – 117
2023
Q2 		$204K Buy
+2,350
New +$168K 0.13% 111

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

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

Wealth Management Partners reduced its Broadcom (AVGO) stake by 1.1% in Q2 2026, selling an estimated $45.7K and leaving 10,448 shares worth $3.95M. The position accounts for 0.93% of the portfolio, ranked #29.

Wealth Management Partners first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Management Partners held 10,448 shares of Broadcom worth $3.95M as of Q2 2026.
  • Wealth Management Partners sold 114 Broadcom shares in Q2 2026, an estimated $45.7K.
  • Broadcom made up 0.93% of Wealth Management Partners's portfolio in Q2 2026, its #29 holding.
  • Wealth Management Partners first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.