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Widmann Financial Services’s Broadcom AVGO Stock Holding History

Widmann Financial Services’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 		$274K Buy
725
+55
+8% +$22.1K 0.15% 105
2026
Q1 		$207K Buy
670
+25
+4% +$8.23K 0.12% 117
2025
Q4 		$223K Buy
+645
New +$231K 0.14% 107
2022
Q1 		– Sell
-100
Closed -$6K – 107
2021
Q4 		$6K Buy
+100
New +$5.62K ﹤0.01% 333

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

Widmann Financial Services's AVGO Position: Q2 2026 in Review

Widmann Financial Services increased its Broadcom (AVGO) stake by 8.2% in Q2 2026, buying an estimated $22.1K and bringing the position to 725 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #105.

Widmann Financial Services first reported a position in AVGO in Q4 2021 and has held it in 4 quarters since. 4,843 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Widmann Financial Services held 725 shares of Broadcom worth $274K as of Q2 2026.
  • Widmann Financial Services bought 55 Broadcom shares in Q2 2026, an estimated $22.1K.
  • Broadcom made up 0.15% of Widmann Financial Services's portfolio in Q2 2026, its #105 holding.
  • Widmann Financial Services first reported a position in Broadcom in Q4 2021 and has held it in 4 quarters since.
  • 4,843 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.