WJ Wealth Management
AVGO icon

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
Q3 		$855K Buy
2,435
+200
+9% +$75.3K 0.35% 47
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

WJ Wealth Management's AVGO Position: Q3 2026 in Review

WJ Wealth Management increased its Broadcom (AVGO) stake by 8.9% in Q3 2026, buying an estimated $75.3K and bringing the position to 2,435 shares worth $855K. The position accounts for 0.35% of the portfolio, ranked #47.

WJ Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2025. 3,179 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • WJ Wealth Management held 2,435 shares of Broadcom worth $855K as of Q3 2026.
  • WJ Wealth Management bought 200 Broadcom shares in Q3 2026, an estimated $75.3K.
  • Broadcom made up 0.35% of WJ Wealth Management's portfolio in Q3 2026, its #47 holding.
  • WJ Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 11 quarters since.
  • WJ Wealth Management's Broadcom position peaked at $1.14M in Q2 2025.
  • 3,179 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.