WJ Wealth Management’s Broadcom AVGO Stock Holding History

WJ 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	$844K	Buy	2,235 +10	+0.4%	+$4.01K	0.33%	48
2026 Q1	$689K	Buy	2,225 +94	+4%	+$30.9K	0.32%	45
2025 Q4	$738K	Hold	2,131	–	–	0.32%	41
2025 Q3	$788K	Sell	2,131 -1,991	-48%	-$611K	0.35%	38
2025 Q2	$1.14M	Buy	4,122 +264	+7%	+$57.3K	0.36%	46
2025 Q1	$646K	Buy	3,858 +98	+3%	+$20.7K	0.23%	55
2024 Q4	$872K	Buy	3,760 +234	+7%	+$43.3K	0.3%	47
2024 Q3	$608K	Buy	3,526 +1,646	+88%	+$264K	0.21%	52
2024 Q2	$302K	Hold	1,880	–	–	0.11%	69
2024 Q1	$249K	Buy	+1,880	New	+$233K	0.1%	69

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

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

WJ Wealth Management increased its Broadcom (AVGO) stake by 0.45% in Q2 2026, buying an estimated $4.01K and bringing the position to 2,235 shares worth $844K. The position accounts for 0.33% of the portfolio, ranked #48.

WJ Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2025. 4,851 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

WJ Wealth Management held 2,235 shares of Broadcom worth $844K as of Q2 2026.
WJ Wealth Management bought 10 Broadcom shares in Q2 2026, an estimated $4.01K.
Broadcom made up 0.33% of WJ Wealth Management's portfolio in Q2 2026, its #48 holding.
WJ Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
WJ Wealth Management's Broadcom position peaked at $1.14M in Q2 2025.
4,851 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.