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WealthTrust Axiom’s Broadcom AVGO Stock Holding History

WealthTrust Axiom’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 		$546K Sell
1,445
-52
-3% -$20.9K 0.12% 146
2026
Q1 		$463K Buy
1,497
+62
+4% +$20.4K 0.11% 153
2025
Q4 		$497K Sell
1,435
-273
-16% -$97.6K 0.13% 140
2025
Q3 		$563K Buy
1,708
+901
+112% +$276K 0.15% 133
2025
Q2 		$222K Buy
+807
New +$175K 0.07% 225

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

WealthTrust Axiom's AVGO Position: Q2 2026 in Review

WealthTrust Axiom reduced its Broadcom (AVGO) stake by 3.5% in Q2 2026, selling an estimated $20.9K and leaving 1,445 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #146.

WealthTrust Axiom first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $563K in Q3 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WealthTrust Axiom held 1,445 shares of Broadcom worth $546K as of Q2 2026.
  • WealthTrust Axiom sold 52 Broadcom shares in Q2 2026, an estimated $20.9K.
  • Broadcom made up 0.12% of WealthTrust Axiom's portfolio in Q2 2026, its #146 holding.
  • WealthTrust Axiom first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • WealthTrust Axiom's Broadcom position peaked at $563K in Q3 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.