AWP
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Accretive Wealth Partners’s Broadcom AVGO Stock Holding History

Accretive Wealth Partners’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 		$251K Sell
812
-149
-16% -$49K 0.07% 157
2025
Q4 		$333K Buy
961
+30
+3% +$10.7K 0.1% 121
2025
Q3 		$307K Buy
931
+16
+2% +$4.91K 0.09% 124
2025
Q2 		$252K Buy
+915
New +$199K 0.08% 132

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

Accretive Wealth Partners's AVGO Position: Q1 2026 in Review

Accretive Wealth Partners reduced its Broadcom (AVGO) stake by 16% in Q1 2026, selling an estimated $49K and leaving 812 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #157.

Accretive Wealth Partners first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Accretive Wealth Partners held 812 shares of Broadcom worth $251K as of Q1 2026.
  • Accretive Wealth Partners sold 149 Broadcom shares in Q1 2026, an estimated $49K.
  • Broadcom made up 0.07% of Accretive Wealth Partners's portfolio in Q1 2026, its #157 holding.
  • Accretive Wealth Partners first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Accretive Wealth Partners's Broadcom position peaked at $333K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.