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Atlantic Private Wealth’s Broadcom AVGO Stock Holding History

Atlantic Private 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 		$92.9K Sell
300
-179
-37% -$58.9K 0.06% 94
2025
Q4 		$166K Buy
479
+24
+5% +$8.58K 0.11% 65
2025
Q3 		$150K Hold
455
– – 0.1% 58
2025
Q2 		$125K Buy
455
+55
+14% +$11.9K 0.08% 64
2025
Q1 		$67K Hold
400
– – 0.05% 99
2024
Q4 		$92.7K Sell
400
-25
-6% -$4.62K 0.07% 64
2024
Q3 		$73.3K Buy
+425
New +$68.1K 0.06% 71

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

Atlantic Private Wealth's AVGO Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Broadcom (AVGO) stake by 37% in Q1 2026, selling an estimated $58.9K and leaving 300 shares worth $92.9K. The position accounts for 0.06% of the portfolio, ranked #94.

Atlantic Private Wealth first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $166K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Atlantic Private Wealth held 300 shares of Broadcom worth $92.9K as of Q1 2026.
  • Atlantic Private Wealth sold 179 Broadcom shares in Q1 2026, an estimated $58.9K.
  • Broadcom made up 0.06% of Atlantic Private Wealth's portfolio in Q1 2026, its #94 holding.
  • Atlantic Private Wealth first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Broadcom position peaked at $166K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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