Westmount Partners’s Broadcom AVGO Stock Holding History

Westmount 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	$37.8K	Buy	+100	New	+$40.1K	0.01%	271

Other funds holding AVGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Westmount Partners's AVGO Position: Q2 2026 in Review

Westmount Partners increased its Broadcom (AVGO) stake by 0.52% in Q2 2026, buying an estimated $100K and bringing the position to 48,478 shares worth $18.3M. The position accounts for 4.01% of the portfolio, ranked #3.

Westmount Partners first reported a position in AVGO in Q4 2022 and has held it in 15 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Westmount Partners held 48,478 shares of Broadcom worth $18.3M as of Q2 2026.
Westmount Partners bought 250 Broadcom shares in Q2 2026, an estimated $100K.
Broadcom made up 4.01% of Westmount Partners's portfolio in Q2 2026, its #3 holding.
Westmount Partners first reported a position in Broadcom in Q4 2022 and has held it in 15 quarters since.
4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.