AWS
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Aspen Wealth Strategies’s Broadcom AVGO Stock Holding History

Aspen Wealth Strategies’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 		– Hold
0
– – – 29
2025
Q4 		– Hold
0
– -$1.39M – 84
2025
Q3 		– Hold
0
– – – 21

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

Aspen Wealth Strategies's AVGO Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Broadcom (AVGO) stake by 2.5% in Q1 2026, selling an estimated $194K and leaving 22,661 shares worth $7.01M. The position accounts for 3.74% of the portfolio, ranked #7.

Aspen Wealth Strategies first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.05M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aspen Wealth Strategies held 22,661 shares of Broadcom worth $7.01M as of Q1 2026.
  • Aspen Wealth Strategies sold 589 Broadcom shares in Q1 2026, an estimated $194K.
  • Broadcom made up 3.74% of Aspen Wealth Strategies's portfolio in Q1 2026, its #7 holding.
  • Aspen Wealth Strategies first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's Broadcom position peaked at $8.05M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.