WIM
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WealthPlan Investment Management’s Broadcom AVGO Stock Holding History

WealthPlan Investment 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 		$13.5M Buy
35,818
+2,230
+7% +$894K 0.67% 38
2026
Q1 		$10.4M Buy
33,588
+11,125
+50% +$3.66M 0.58% 45
2025
Q4 		$7.77M Buy
22,463
+9,745
+77% +$3.48M 0.5% 57
2025
Q3 		$4.2M Sell
12,718
-4,039
-24% -$1.24M 0.28% 95
2025
Q2 		$4.62M Buy
16,757
+3,702
+28% +$804K 0.34% 87
2025
Q1 		$2.19M Buy
13,055
+4,121
+46% +$872K 0.22% 94
2024
Q4 		$2.07M Sell
8,934
-7,356
-45% -$1.36M 0.2% 101
2024
Q3 		$2.81M Buy
+16,290
New +$2.61M 0.28% 88
2023
Q1 		– Sell
-4,810
Closed -$289K – 449
2022
Q4 		$289K Sell
4,810
-330
-6% -$16.5K 0.02% 319
2022
Q3 		$266K Buy
+5,140
New +$263K 0.02% 311
2022
Q1 		$289K Buy
+5,220
New +$310K 0.02% 322

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

WealthPlan Investment Management's AVGO Position: Q2 2026 in Review

WealthPlan Investment Management increased its Broadcom (AVGO) stake by 6.6% in Q2 2026, buying an estimated $894K and bringing the position to 35,818 shares worth $13.5M. The position accounts for 0.67% of the portfolio, ranked #38.

WealthPlan Investment Management first reported a position in AVGO in Q1 2022 and has held it in 11 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WealthPlan Investment Management held 35,818 shares of Broadcom worth $13.5M as of Q2 2026.
  • WealthPlan Investment Management bought 2,230 Broadcom shares in Q2 2026, an estimated $894K.
  • Broadcom made up 0.67% of WealthPlan Investment Management's portfolio in Q2 2026, its #38 holding.
  • WealthPlan Investment Management first reported a position in Broadcom in Q1 2022 and has held it in 11 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.