WT Wealth Management’s Broadcom AVGO Stock Holding History

WT Wealth 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	$258K	Sell	684 -141	-17%	-$56.5K	0.07%	121
2026 Q1	$255K	Buy	825 +16	+2%	+$5.26K	0.08%	115
2025 Q4	$280K	Buy	809 +13	+2%	+$4.65K	0.08%	108
2025 Q3	$263K	Sell	796 -384	-33%	-$118K	0.08%	111
2025 Q2	$325K	Buy	+1,180	New	+$256K	0.1%	107
2025 Q1	–	Sell	-1,020	Closed	-$236K	–	126
2024 Q4	$236K	Buy	+1,020	New	+$189K	0.07%	117

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 $3.37T AUM 44.26% 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

WT Wealth Management's AVGO Position: Q2 2026 in Review

WT Wealth Management reduced its Broadcom (AVGO) stake by 17% in Q2 2026, selling an estimated $56.5K and leaving 684 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #121.

WT Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q2 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

WT Wealth Management held 684 shares of Broadcom worth $258K as of Q2 2026.
WT Wealth Management sold 141 Broadcom shares in Q2 2026, an estimated $56.5K.
Broadcom made up 0.07% of WT Wealth Management's portfolio in Q2 2026, its #121 holding.
WT Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
WT Wealth Management's Broadcom position peaked at $325K in Q2 2025.
4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.