AE Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $224M | Buy |
724,608
+106,914
| +17% | +$35.2M | 1.21% | 10 |
|
|
2025
Q4 | $214M | Buy |
617,694
+25,946
| +4% | +$9.28M | 1.23% | 11 |
|
|
2025
Q3 | $195M | Buy |
591,748
+25,755
| +5% | +$7.9M | 1.24% | 12 |
|
|
2025
Q2 | $156M | Buy |
565,993
+54,849
| +11% | +$11.9M | 1.14% | 11 |
|
|
2025
Q1 | $85.6M | Buy |
511,144
+30,859
| +6% | +$6.53M | 0.72% | 25 |
|
|
2024
Q4 | $111M | Buy |
480,285
+48,632
| +11% | +$8.99M | 0.94% | 14 |
|
|
2024
Q3 | $74.5M | Buy |
431,653
+384,843
| +822% | +$61.7M | 0.68% | 28 |
|
|
2024
Q2 | $7.52M | Buy |
46,810
+7,970
| +21% | +$1.12M | 0.08% | 265 |
|
|
2024
Q1 | $5.15M | Sell |
38,840
-473,610
| -92% | -$58.7M | 0.06% | 294 |
|
|
2023
Q4 | $61.7M | Buy |
512,450
+120,430
| +31% | +$11.4M | 0.32% | 62 |
|
|
2023
Q3 | $32.6M | Buy |
392,020
+36,500
| +10% | +$3.16M | 0.19% | 115 |
|
|
2023
Q2 | $30.8M | Buy |
355,520
+102,430
| +40% | +$7.3M | 0.19% | 122 |
|
|
2023
Q1 | $16.2M | Sell |
253,090
-66,270
| -21% | -$3.99M | 0.1% | 235 |
|
|
2022
Q4 | $17.9M | Buy |
319,360
+32,700
| +11% | +$1.64M | 0.13% | 189 |
|
|
2022
Q3 | $12.7M | Buy |
286,660
+65,660
| +30% | +$3.35M | 0.1% | 211 |
|
|
2022
Q2 | $10.7M | Buy |
221,000
+57,520
| +35% | +$3.23M | 0.09% | 259 |
|
|
2022
Q1 | $10.3M | Sell |
163,480
-42,040
| -20% | -$2.5M | 0.07% | 276 |
|
|
2021
Q4 | $13.7M | Buy |
205,520
+36,850
| +22% | +$2.07M | 0.1% | 211 |
|
|
2021
Q3 | $8.18M | Buy |
168,670
+7,690
| +5% | +$374K | 0.07% | 273 |
|
|
2021
Q2 | $7.68M | Sell |
160,980
-2,860
| -2% | -$133K | 0.07% | 266 |
|
|
2021
Q1 | $7.6M | Buy |
163,840
+12,190
| +8% | +$564K | 0.08% | 251 |
|
|
2020
Q4 | $6.64M | Buy |
151,650
+19,460
| +15% | +$759K | 0.08% | 237 |
|
|
2020
Q3 | $4.82M | Sell |
132,190
-1,270
| -1% | -$42.5K | 0.07% | 242 |
|
|
2020
Q2 | $4.21M | Buy |
133,460
+66,970
| +101% | +$1.87M | 0.07% | 253 |
|
|
2020
Q1 | $1.58M | Buy |
66,490
+23,870
| +56% | +$672K | 0.04% | 363 |
|
|
2019
Q4 | $1.35M | Buy |
42,620
+5,360
| +14% | +$163K | 0.03% | 460 |
|
|
2019
Q3 | $1.03M | Sell |
37,260
-24,720
| -40% | -$703K | 0.03% | 436 |
|
|
2019
Q2 | $1.78M | Buy |
61,980
+22,980
| +59% | +$670K | 0.05% | 267 |
|
|
2019
Q1 | $1.17M | Buy |
39,000
+25,820
| +196% | +$700K | 0.08% | 196 |
|
|
2018
Q4 | $335K | Sell |
13,180
-6,030
| -31% | -$142K | 0.06% | 325 |
|
|
2018
Q3 | $474K | Buy |
19,210
+9,030
| +89% | +$202K | 0.03% | 332 |
|
|
2018
Q2 | $247K | Buy |
10,180
+510
| +5% | +$12.5K | 0.02% | 376 |
|
|
2018
Q1 | $228K | Sell |
9,670
-10
| -0.1% | -$252 | 0.02% | 379 |
|
|
2017
Q4 | $249K | Buy |
+9,680
| New | +$252K | 0.02% | 355 |
|
Other funds holding AVGO
VCM
VPM
AE Wealth Management's AVGO Position: Q1 2026 in Review
AE Wealth Management increased its Broadcom (AVGO) stake by 17% in Q1 2026, buying an estimated $35.2M and bringing the position to 724,608 shares worth $224M. The position accounts for 1.21% of the portfolio, ranked #10.
AE Wealth Management first reported a position in AVGO in Q4 2017 and has held it in 34 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.
- AE Wealth Management held 724,608 shares of Broadcom worth $224M as of Q1 2026.
- AE Wealth Management bought 106,914 Broadcom shares in Q1 2026, an estimated $35.2M.
- Broadcom made up 1.21% of AE Wealth Management's portfolio in Q1 2026, its #10 holding.
- AE Wealth Management first reported a position in Broadcom in Q4 2017 and has held it in 34 quarters since.
- 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.