AWC
AVGO icon

Abundance Wealth Counselors’s Broadcom AVGO Stock Holding History

Abundance Wealth Counselors’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 		$5.21M Buy
16,848
+2,900
+21% +$954K 0.75% 20
2025
Q4 		$4.83M Sell
13,948
-345
-2% -$123K 0.82% 20
2025
Q3 		$4.72M Buy
14,293
+1,109
+8% +$340K 0.81% 20
2025
Q2 		$3.82M Buy
13,184
+1,758
+15% +$382K 0.71% 24
2025
Q1 		$2.12M Sell
11,426
-1,461
-11% -$309K 0.44% 40
2024
Q4 		$2.99M Buy
12,887
+818
+7% +$151K 0.65% 21
2024
Q3 		$2.08M Sell
12,069
-41
-0.3% -$6.57K 0.43% 32
2024
Q2 		$1.94M Sell
12,110
-1,850
-13% -$259K 0.89% 21
2024
Q1 		$1.85M Sell
13,960
-16,450
-54% -$2.04M 0.43% 36
2023
Q4 		$3.4M Buy
30,410
+1,040
+4% +$98.5K 0.88% 19
2023
Q3 		$2.44M Sell
29,370
-3,960
-12% -$343K 0.7% 21
2023
Q2 		$2.89M Buy
33,330
+200
+0.6% +$14.3K 1.5% 9
2023
Q1 		$2.13M Buy
33,130
+360
+1% +$21.7K 0.54% 28
2022
Q4 		$1.83M Buy
32,770
+2,470
+8% +$124K 0.5% 33
2022
Q3 		$1.34M Buy
30,300
+1,520
+5% +$77.7K 0.38% 37
2022
Q2 		$1.4M Buy
28,780
+12,190
+73% +$684K 0.38% 38
2022
Q1 		$1.04M Buy
16,590
+8,140
+96% +$483K 0.28% 60
2021
Q4 		$562K Sell
8,450
-1,420
-14% -$79.8K 0.14% 74
2021
Q3 		$479K Buy
9,870
+800
+9% +$38.9K 0.28% 30
2021
Q2 		$432K Buy
9,070
+5,320
+142% +$247K 0.11% 77
2021
Q1 		$174K Buy
+3,750
New +$173K 0.04% 83

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abundance Wealth Counselors's AVGO Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Broadcom (AVGO) stake by 21% in Q1 2026, buying an estimated $954K and bringing the position to 16,848 shares worth $5.21M. The position accounts for 0.75% of the portfolio, ranked #20.

Abundance Wealth Counselors first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Abundance Wealth Counselors held 16,848 shares of Broadcom worth $5.21M as of Q1 2026.
  • Abundance Wealth Counselors bought 2,900 Broadcom shares in Q1 2026, an estimated $954K.
  • Broadcom made up 0.75% of Abundance Wealth Counselors's portfolio in Q1 2026, its #20 holding.
  • Abundance Wealth Counselors first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.