Whalen Wealth Management’s Broadcom AVGO Stock Holding History

Whalen Wealth 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	$2.26M	Sell	5,973 -4,658	-44%	-$1.87M	1.02%	24
2026 Q1	$3.29M	Buy	10,631 +1,999	+23%	+$658K	1.76%	13
2025 Q4	$2.99M	Buy	8,632 +1,092	+14%	+$391K	1.6%	13
2025 Q3	$2.49M	Buy	7,540 +4,534	+151%	+$1.39M	1.45%	14
2025 Q2	$829K	Buy	3,006 +847	+39%	+$184K	0.52%	56
2025 Q1	$362K	Buy	2,159 +832	+63%	+$176K	0.24%	96
2024 Q4	$308K	Sell	1,327 -4,451	-77%	-$823K	0.21%	93
2024 Q3	$997K	Buy	+5,778	New	+$926K	0.7%	31

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

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

Whalen Wealth Management reduced its Broadcom (AVGO) stake by 44% in Q2 2026, selling an estimated $1.87M and leaving 5,973 shares worth $2.26M. The position accounts for 1.02% of the portfolio, ranked #24.

Whalen Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.29M in Q1 2026. 4,848 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Whalen Wealth Management held 5,973 shares of Broadcom worth $2.26M as of Q2 2026.
Whalen Wealth Management sold 4,658 Broadcom shares in Q2 2026, an estimated $1.87M.
Broadcom made up 1.02% of Whalen Wealth Management's portfolio in Q2 2026, its #24 holding.
Whalen Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 8 quarters since.
Whalen Wealth Management's Broadcom position peaked at $3.29M in Q1 2026.
4,848 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.