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Woodard & Company Asset Management Group’s Broadcom AVGO Stock Holding History

Woodard & Company Asset Management Group’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
Q1 		– Sell
-200
Closed -$69.2K – 177
2025
Q4 		$69.2K Hold
200
– – 0.01% 130
2025
Q3 		$66K Buy
+200
New +$61.4K 0.01% 122

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Woodard & Company Asset Management Group's AVGO Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Broadcom (AVGO) stake by 1.1% in Q2 2026, buying an estimated $72.2K and bringing the position to 16,978 shares worth $6.41M. The position accounts for 0.92% of the portfolio, ranked #27.

Woodard & Company Asset Management Group first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 3,877 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Woodard & Company Asset Management Group held 16,978 shares of Broadcom worth $6.41M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 180 Broadcom shares in Q2 2026, an estimated $72.2K.
  • Broadcom made up 0.92% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #27 holding.
  • Woodard & Company Asset Management Group first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 3,877 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.