YWM
AVGO icon

Yoder Wealth Management’s Broadcom AVGO Stock Holding History

Yoder 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 		$1.19M Buy
3,159
+157
+5% +$63K 0.47% 45
2026
Q1 		$929K Buy
3,002
+139
+5% +$45.7K 0.42% 51
2025
Q4 		$991K Buy
2,863
+165
+6% +$59K 0.45% 49
2025
Q3 		$890K Buy
2,698
+178
+7% +$54.6K 0.42% 50
2025
Q2 		$695K Buy
2,520
+208
+9% +$45.2K 0.36% 56
2025
Q1 		$387K Buy
2,312
+87
+4% +$18.4K 0.22% 71
2024
Q4 		$516K Buy
2,225
+16
+0.7% +$2.96K 0.28% 60
2024
Q3 		$381K Buy
2,209
+119
+6% +$19.1K 0.23% 67
2024
Q2 		$336K Sell
2,090
-120
-5% -$16.8K 0.22% 70
2024
Q1 		$293K Buy
2,210
+70
+3% +$8.67K 0.19% 78
2023
Q4 		$239K Buy
+2,140
New +$203K 0.17% 85
2023
Q3 		– Sell
-2,700
Closed -$234K – 78
2023
Q2 		$234K Sell
2,700
-530
-16% -$37.8K 0.18% 69
2023
Q1 		$207K Buy
+3,230
New +$194K 0.17% 71

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

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

Yoder Wealth Management increased its Broadcom (AVGO) stake by 5.2% in Q2 2026, buying an estimated $63K and bringing the position to 3,159 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #45.

Yoder Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Yoder Wealth Management held 3,159 shares of Broadcom worth $1.19M as of Q2 2026.
  • Yoder Wealth Management bought 157 Broadcom shares in Q2 2026, an estimated $63K.
  • Broadcom made up 0.47% of Yoder Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Yoder Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.