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AVGO icon

WPWealth’s Broadcom AVGO Stock Holding History

WPWealth’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 		$435K Sell
1,151
-93
-7% -$37.3K 0.06% 73
2026
Q1 		$385K Sell
1,244
-71
-5% -$23.4K 0.06% 76
2025
Q4 		$455K Buy
1,315
+85
+7% +$30.4K 0.07% 70
2025
Q3 		$406K Buy
1,230
+35
+3% +$10.7K 0.07% 70
2025
Q2 		$329K Sell
1,195
-25
-2% -$5.43K 0.06% 71
2025
Q1 		$204K Sell
1,220
-26
-2% -$5.5K 0.04% 86
2024
Q4 		$289K Sell
1,246
-6
-0.5% -$1.11K 0.06% 74
2024
Q3 		$216K Sell
1,252
-18
-1% -$2.89K 0.04% 87
2024
Q2 		$204K Buy
+1,270
New +$178K 0.05% 67

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 $3.37T AUM 44.26% 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

WPWealth's AVGO Position: Q2 2026 in Review

WPWealth reduced its Broadcom (AVGO) stake by 7.5% in Q2 2026, selling an estimated $37.3K and leaving 1,151 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #73.

WPWealth first reported a position in AVGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $455K in Q4 2025. 4,828 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • WPWealth held 1,151 shares of Broadcom worth $435K as of Q2 2026.
  • WPWealth sold 93 Broadcom shares in Q2 2026, an estimated $37.3K.
  • Broadcom made up 0.06% of WPWealth's portfolio in Q2 2026, its #73 holding.
  • WPWealth first reported a position in Broadcom in Q2 2024 and has held it in 9 quarters since.
  • WPWealth's Broadcom position peaked at $455K in Q4 2025.
  • 4,828 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.