49 Wealth Management’s Broadcom AVGO Stock Holding History

49 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	$2.31M	Buy	7,465 +473	+7%	+$156K	0.17%	41
2025 Q4	$2.42M	Sell	6,992 -40	-0.6%	-$14.3K	0.2%	43
2025 Q3	$2.32M	Buy	7,032 +69	+1%	+$21.2K	0.22%	36
2025 Q2	$1.92M	Sell	6,963 -1,098	-14%	-$238K	0.2%	35
2025 Q1	$1.35M	Buy	8,061 +287	+4%	+$60.7K	0.16%	50
2024 Q4	$1.8M	Buy	7,774 +126	+2%	+$23.3K	0.26%	36
2024 Q3	$1.32M	Buy	7,648 +3,938	+106%	+$631K	0.21%	46
2024 Q2	$609K	Buy	3,710 +1,280	+53%	+$179K	0.12%	73
2024 Q1	$328K	Sell	2,430 -470	-16%	-$58.2K	0.07%	84
2023 Q4	$324K	Buy	+2,900	New	+$275K	0.08%	77

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

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

49 Wealth Management increased its Broadcom (AVGO) stake by 6.8% in Q1 2026, buying an estimated $156K and bringing the position to 7,465 shares worth $2.31M. The position accounts for 0.17% of the portfolio, ranked #41.

49 Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

49 Wealth Management held 7,465 shares of Broadcom worth $2.31M as of Q1 2026.
49 Wealth Management bought 473 Broadcom shares in Q1 2026, an estimated $156K.
Broadcom made up 0.17% of 49 Wealth Management's portfolio in Q1 2026, its #41 holding.
49 Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Broadcom position peaked at $2.42M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.