44 Wealth Management’s Broadcom AVGO Stock Holding History

44 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 Q1	$2.67M	Sell	8,643 -468	-5%	-$154K	0.94%	28
2025 Q4	$3.15M	Sell	9,111 -477	-5%	-$171K	1.06%	15
2025 Q3	$3.16M	Sell	9,588 -885	-8%	-$272K	1.07%	17
2025 Q2	$2.89M	Buy	10,473 +297	+3%	+$64.5K	1.02%	21
2025 Q1	$1.7M	Sell	10,176 -308	-3%	-$65.2K	0.64%	46
2024 Q4	$2.43M	Sell	10,484 -752	-7%	-$139K	0.93%	29
2024 Q3	$1.95M	Buy	+11,236	New	+$1.8M	0.69%	47
2023 Q2	$1.54M	Sell	17,790 -2,810	-14%	-$200K	0.53%	52
2023 Q1	$1.32M	Buy	20,600 +700	+4%	+$42.1K	0.45%	57
2022 Q4	$1.11M	Sell	19,900 -740	-4%	-$37.1K	0.38%	66
2022 Q3	$916K	Sell	20,640 -620	-3%	-$31.7K	0.38%	70
2022 Q2	$1.03M	Buy	21,260 +1,180	+6%	+$66.2K	0.4%	68
2022 Q1	$1.26M	Sell	20,080 -1,180	-6%	-$70.1K	0.46%	58
2021 Q4	$1.42M	Sell	21,260 -390	-2%	-$21.9K	0.49%	52
2021 Q3	$1.05M	Sell	21,650 -1,110	-5%	-$54K	0.4%	64
2021 Q2	$1.08M	Buy	22,760 +3,360	+17%	+$156K	0.42%	62
2021 Q1	$900K	Buy	19,400 +8,990	+86%	+$416K	0.38%	63
2020 Q4	$456K	Buy	+10,410	New	+$406K	0.21%	100

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

44 Wealth Management's AVGO Position: Q1 2026 in Review

44 Wealth Management reduced its Broadcom (AVGO) stake by 5.1% in Q1 2026, selling an estimated $154K and leaving 8,643 shares worth $2.67M. The position accounts for 0.94% of the portfolio, ranked #28.

44 Wealth Management first reported a position in AVGO in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.16M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

44 Wealth Management held 8,643 shares of Broadcom worth $2.67M as of Q1 2026.
44 Wealth Management sold 468 Broadcom shares in Q1 2026, an estimated $154K.
Broadcom made up 0.94% of 44 Wealth Management's portfolio in Q1 2026, its #28 holding.
44 Wealth Management first reported a position in Broadcom in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's Broadcom position peaked at $3.16M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.