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WMG Financial Advisors’s Broadcom AVGO Stock Holding History

WMG Financial Advisors’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 		$989K Sell
2,618
-506
-16% -$203K 0.37% 31
2026
Q1 		$967K Buy
3,124
+198
+7% +$65.2K 0.4% 33
2025
Q4 		$1.01M Sell
2,926
-5,022
-63% -$1.8M 0.42% 40
2025
Q3 		$2.62M Sell
7,948
-261
-3% -$80.1K 0.87% 20
2025
Q2 		$2.26M Buy
8,209
+88
+1% +$19.1K 0.84% 19
2025
Q1 		$1.36M Sell
8,121
-299
-4% -$63.3K 0.58% 32
2024
Q4 		$1.95M Buy
8,420
+359
+4% +$66.4K 0.84% 22
2024
Q3 		$1.39M Buy
8,061
+551
+7% +$88.3K 0.63% 30
2024
Q2 		$1.21M Buy
7,510
+1,510
+25% +$212K 0.64% 31
2024
Q1 		$795K Buy
6,000
+340
+6% +$42.1K 0.46% 44
2023
Q4 		$632K Buy
5,660
+700
+14% +$66.3K 0.41% 49
2023
Q3 		$412K Sell
4,960
-170
-3% -$14.7K 0.35% 59
2023
Q2 		$445K Hold
5,130
– – 0.33% 64
2023
Q1 		$329K Buy
5,130
+450
+10% +$27.1K 0.27% 66
2022
Q4 		$262K Sell
4,680
-10
-0.2% -$501 0.22% 94
2022
Q3 		$209K Buy
4,690
+30
+0.6% +$1.53K 0.19% 123
2022
Q2 		$224K Buy
4,660
+440
+10% +$24.7K 0.19% 121
2022
Q1 		$264K Sell
4,220
-790
-16% -$46.9K 0.19% 129
2021
Q4 		$335K Buy
+5,010
New +$282K 0.26% 104

Other funds holding AVGO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WMG Financial Advisors's AVGO Position: Q2 2026 in Review

WMG Financial Advisors reduced its Broadcom (AVGO) stake by 16% in Q2 2026, selling an estimated $203K and leaving 2,618 shares worth $989K. The position accounts for 0.37% of the portfolio, ranked #31.

WMG Financial Advisors first reported a position in AVGO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WMG Financial Advisors held 2,618 shares of Broadcom worth $989K as of Q2 2026.
  • WMG Financial Advisors sold 506 Broadcom shares in Q2 2026, an estimated $203K.
  • Broadcom made up 0.37% of WMG Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • WMG Financial Advisors first reported a position in Broadcom in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Broadcom position peaked at $2.62M in Q3 2025.
  • 2,081 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.