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
2025 Q3	$35.5K	Buy	+2	New	+$614	﹤0.01%	237

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 $3.38T AUM 44.17% 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

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.