AWM
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AE Wealth Management’s Broadcom AVGO Stock Holding History

AE 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
2018
Q2 		– Sell
-4,000
Closed -$2K – 461
2018
Q1 		$2K Buy
+4,000
New +$101K ﹤0.01% 446

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

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.