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Windle Wealth’s Broadcom AVGO Stock Holding History

Windle Wealth’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 		$9.95M Sell
26,334
-3,700
-12% -$1.48M 4% 9
2026
Q1 		$9.3M Buy
30,034
+2,185
+8% +$719K 3.93% 14
2025
Q4 		$9.64M Sell
27,849
-1,928
-6% -$689K 4.32% 5
2025
Q3 		$9.82M Sell
29,777
-798
-3% -$245K 4.4% 6
2025
Q2 		$8.43M Buy
30,575
+367
+1% +$79.7K 4.12% 6
2025
Q1 		$5.06M Buy
+30,208
New +$6.39M 2.6% 23

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

Windle Wealth's AVGO Position: Q2 2026 in Review

Windle Wealth reduced its Broadcom (AVGO) stake by 12% in Q2 2026, selling an estimated $1.48M and leaving 26,334 shares worth $9.95M. The position accounts for 4% of the portfolio, ranked #9.

Windle Wealth first reported a position in AVGO in Q1 2025 and has held it in 6 quarters since. 4,849 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Windle Wealth held 26,334 shares of Broadcom worth $9.95M as of Q2 2026.
  • Windle Wealth sold 3,700 Broadcom shares in Q2 2026, an estimated $1.48M.
  • Broadcom made up 4% of Windle Wealth's portfolio in Q2 2026, its #9 holding.
  • Windle Wealth first reported a position in Broadcom in Q1 2025 and has held it in 6 quarters since.
  • 4,849 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.