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WNY Asset Management’s Broadcom AVGO Stock Holding History

WNY Asset 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 		$937K Buy
2,479
+448
+22% +$180K 0.08% 110
2026
Q1 		$658K Buy
+2,031
New +$668K 0.07% 129
2025
Q3 		$602K Sell
1,823
-332
-15% -$102K 0.06% 129
2025
Q2 		$594K Buy
2,155
+102
+5% +$22.1K 0.07% 126
2025
Q1 		$344K Buy
2,053
+542
+36% +$115K 0.04% 172
2024
Q4 		$350K Sell
1,511
-279
-16% -$51.6K 0.04% 155
2024
Q3 		$309K Sell
1,790
-890
-33% -$143K 0.04% 182
2024
Q2 		$430K Sell
2,680
-470
-15% -$65.9K 0.06% 155
2024
Q1 		$417K Buy
3,150
+160
+5% +$19.8K 0.06% 160
2023
Q4 		$334K Buy
2,990
+410
+16% +$38.8K 0.06% 177
2023
Q3 		$214K Sell
2,580
-250
-9% -$21.7K 0.04% 193
2023
Q2 		$245K Buy
+2,830
New +$202K 0.05% 169

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 $3.38T AUM 44.17% 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

WNY Asset Management's AVGO Position: Q2 2026 in Review

WNY Asset Management increased its Broadcom (AVGO) stake by 22% in Q2 2026, buying an estimated $180K and bringing the position to 2,479 shares worth $937K. The position accounts for 0.08% of the portfolio, ranked #110.

WNY Asset Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WNY Asset Management held 2,479 shares of Broadcom worth $937K as of Q2 2026.
  • WNY Asset Management bought 448 Broadcom shares in Q2 2026, an estimated $180K.
  • Broadcom made up 0.08% of WNY Asset Management's portfolio in Q2 2026, its #110 holding.
  • WNY Asset Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.