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Alaethes Wealth’s Broadcom AVGO Stock Holding History

Alaethes Wealth’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 		$7.5M Buy
24,246
+10
+0% +$3.29K 2.14% 10
2025
Q4 		$8.39M Sell
24,236
-564
-2% -$202K 2.36% 10
2025
Q3 		$8.18M Sell
24,800
-3,630
-13% -$1.11M 2.32% 9
2025
Q2 		$7.84M Sell
28,430
-47
-0.2% -$10.2K 2.34% 9
2025
Q1 		$4.77M Sell
28,477
-146
-0.5% -$30.9K 1.75% 10
2024
Q4 		$6.64M Sell
28,623
-277
-1% -$51.2K 2.37% 8
2024
Q3 		$4.99M Sell
28,900
-230
-0.8% -$36.9K 1.84% 10
2024
Q2 		$4.68M Sell
29,130
-60
-0.2% -$8.41K 1.93% 11
2024
Q1 		$3.87M Sell
29,190
-2,260
-7% -$280K 1.69% 12
2023
Q4 		$3.51M Buy
31,450
+710
+2% +$67.2K 1.66% 12
2023
Q3 		$2.55M Buy
30,740
+910
+3% +$78.9K 1.4% 12
2023
Q2 		$2.59M Sell
29,830
-1,740
-6% -$124K 1.42% 11
2023
Q1 		$2.03M Buy
31,570
+1,540
+5% +$92.7K 1.19% 16
2022
Q4 		$1.68M Buy
30,030
+630
+2% +$31.6K 1.15% 23
2022
Q3 		$1.3M Buy
29,400
+1,200
+4% +$61.3K 0.96% 31
2022
Q2 		$1.37M Sell
28,200
-580
-2% -$32.6K 1.02% 25
2022
Q1 		$1.81M Buy
28,780
+290
+1% +$17.2K 1.15% 18
2021
Q4 		$1.9M Buy
28,490
+910
+3% +$51.2K 1.19% 21
2021
Q3 		$1.34M Buy
27,580
+1,180
+4% +$57.4K 0.97% 30
2021
Q2 		$1.26M Buy
26,400
+2,660
+11% +$123K 0.97% 32
2021
Q1 		$1.1M Buy
+23,740
New +$1.1M 1.02% 28

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

Alaethes Wealth's AVGO Position: Q1 2026 in Review

Alaethes Wealth increased its Broadcom (AVGO) stake by 0.04% in Q1 2026, buying an estimated $3.29K and bringing the position to 24,246 shares worth $7.5M. The position accounts for 2.14% of the portfolio, ranked #10.

Alaethes Wealth first reported a position in AVGO in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.39M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Alaethes Wealth held 24,246 shares of Broadcom worth $7.5M as of Q1 2026.
  • Alaethes Wealth bought 10 Broadcom shares in Q1 2026, an estimated $3.29K.
  • Broadcom made up 2.14% of Alaethes Wealth's portfolio in Q1 2026, its #10 holding.
  • Alaethes Wealth first reported a position in Broadcom in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's Broadcom position peaked at $8.39M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.