WJWM
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Williams Jones Wealth Management’s Broadcom AVGO Stock Holding History

Williams Jones 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 		$261M Buy
691,659
+115,822
+20% +$46.4M 2.95% 8
2026
Q1 		$178M Sell
575,837
-1,267
-0.2% -$417K 2.19% 11
2025
Q4 		$200M Buy
577,104
+5,781
+1% +$2.07M 2.26% 9
2025
Q3 		$188M Buy
571,323
+44
+0% +$13.5K 2.16% 11
2025
Q2 		$157M Buy
571,279
+7,628
+1% +$1.66M 1.88% 13
2025
Q1 		$94.4M Buy
563,651
+6,894
+1% +$1.46M 1.21% 28
2024
Q4 		$129M Sell
556,757
-4,472
-0.8% -$827K 1.56% 19
2024
Q3 		$96.8M Buy
561,229
+6,539
+1% +$1.05M 1.14% 30
2024
Q2 		$89.1M Buy
554,690
+33,220
+6% +$4.66M 1.11% 32
2024
Q1 		$69.1M Buy
521,470
+261,540
+101% +$32.4M 0.88% 35
2023
Q4 		$29M Buy
259,930
+48,980
+23% +$4.64M 0.41% 54
2023
Q3 		$17.5M Sell
210,950
-2,460
-1% -$213K 0.27% 72
2023
Q2 		$18.5M Buy
213,410
+2,400
+1% +$171K 0.28% 73
2023
Q1 		$13.5M Buy
211,010
+6,560
+3% +$395K 0.21% 85
2022
Q4 		$11.4M Sell
204,450
-4,660
-2% -$234K 0.19% 94
2022
Q3 		$9.29M Sell
209,110
-9,600
-4% -$490K 0.16% 98
2022
Q2 		$10.6M Buy
218,710
+2,360
+1% +$132K 0.17% 98
2022
Q1 		$13.6M Sell
216,350
-9,460
-4% -$562K 0.19% 86
2021
Q4 		$15M Sell
225,810
-1,610
-0.7% -$90.5K 0.19% 83
2021
Q3 		$11M Buy
227,420
+4,810
+2% +$234K 0.15% 93
2021
Q2 		$10.6M Sell
222,610
-4,420
-2% -$205K 0.15% 94
2021
Q1 		$10.5M Buy
227,030
+910
+0.4% +$42.1K 0.16% 92
2020
Q4 		$9.9M Sell
226,120
-1,180
-0.5% -$46K 0.16% 86
2020
Q3 		$8.28M Buy
227,300
+27,980
+14% +$937K 0.15% 87
2020
Q2 		$6.29M Buy
199,320
+34,940
+21% +$978K 0.13% 96
2020
Q1 		$3.9M Buy
164,380
+9,530
+6% +$268K 0.1% 105
2019
Q4 		$4.89M Buy
154,850
+10,650
+7% +$323K 0.09% 119
2019
Q3 		$3.98M Buy
+144,200
New +$4.1M 0.08% 128

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

Williams Jones Wealth Management's AVGO Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Broadcom (AVGO) stake by 20% in Q2 2026, buying an estimated $46.4M and bringing the position to 691,659 shares worth $261M. The position accounts for 2.95% of the portfolio, ranked #8.

Williams Jones Wealth Management first reported a position in AVGO in Q3 2019 and has held it in 28 quarters since. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Williams Jones Wealth Management held 691,659 shares of Broadcom worth $261M as of Q2 2026.
  • Williams Jones Wealth Management bought 115,822 Broadcom shares in Q2 2026, an estimated $46.4M.
  • Broadcom made up 2.95% of Williams Jones Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Williams Jones Wealth Management first reported a position in Broadcom in Q3 2019 and has held it in 28 quarters since.
  • 4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.