WAM
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Weatherly Asset Management’s Broadcom AVGO Stock Holding History

Weatherly Asset 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 		$6.25M Buy
16,535
+315
+2% +$126K 0.44% 41
2026
Q1 		$5.02M Buy
16,220
+624
+4% +$205K 0.41% 46
2025
Q4 		$5.4M Buy
15,596
+1,332
+9% +$476K 0.42% 45
2025
Q3 		$4.71M Buy
14,264
+4,345
+44% +$1.33M 0.39% 48
2025
Q2 		$2.73M Buy
9,919
+410
+4% +$89K 0.23% 68
2025
Q1 		$1.59M Buy
9,509
+460
+5% +$97.4K 0.14% 81
2024
Q4 		$2.1M Buy
9,049
+5,190
+134% +$960K 0.19% 76
2024
Q3 		$666K Sell
3,859
-1
-0% -$160 0.06% 122
2024
Q2 		$620K Buy
3,860
+30
+0.8% +$4.2K 0.06% 122
2024
Q1 		$507K Sell
3,830
-100
-3% -$12.4K 0.05% 127
2023
Q4 		$439K Buy
3,930
+540
+16% +$51.1K 0.05% 130
2023
Q3 		$281K Hold
3,390
– – 0.03% 154
2023
Q2 		$294K Buy
+3,390
New +$242K 0.03% 155

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

Weatherly Asset Management's AVGO Position: Q2 2026 in Review

Weatherly Asset Management increased its Broadcom (AVGO) stake by 1.9% in Q2 2026, buying an estimated $126K and bringing the position to 16,535 shares worth $6.25M. The position accounts for 0.44% of the portfolio, ranked #41.

Weatherly Asset Management first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Weatherly Asset Management held 16,535 shares of Broadcom worth $6.25M as of Q2 2026.
  • Weatherly Asset Management bought 315 Broadcom shares in Q2 2026, an estimated $126K.
  • Broadcom made up 0.44% of Weatherly Asset Management's portfolio in Q2 2026, its #41 holding.
  • Weatherly Asset Management first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.