BPWM
AVGO icon

Badgley Phelps Wealth Managers’s Broadcom AVGO Stock Holding History

Badgley Phelps Wealth Managers’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 		$63M Buy
203,506
+16,604
+9% +$5.46M 1.25% 21
2025
Q4 		$64.7M Buy
186,902
+10,039
+6% +$3.59M 1.18% 22
2025
Q3 		$58.3M Buy
176,863
+41,321
+30% +$12.7M 1.23% 22
2025
Q2 		$37.4M Buy
135,542
+82,916
+158% +$18M 0.83% 32
2025
Q1 		$8.81M Buy
52,626
+37,018
+237% +$7.83M 0.21% 111
2024
Q4 		$3.62M Buy
15,608
+2,897
+23% +$536K 0.08% 127
2024
Q3 		$2.19M Buy
12,711
+3,081
+32% +$494K 0.05% 144
2024
Q2 		$1.55M Buy
9,630
+900
+10% +$126K 0.04% 149
2024
Q1 		$1.16M Buy
8,730
+410
+5% +$50.8K 0.03% 159
2023
Q4 		$929K Buy
8,320
+410
+5% +$38.8K 0.03% 164
2023
Q3 		$657K Sell
7,910
-110
-1% -$9.54K 0.02% 161
2023
Q2 		$696K Sell
8,020
-40
-0.5% -$2.85K 0.02% 166
2023
Q1 		$517K Buy
8,060
+2,260
+39% +$136K 0.02% 153
2022
Q4 		$324K Sell
5,800
-700
-11% -$35.1K 0.01% 173
2022
Q3 		$289K Sell
6,500
-120
-2% -$6.13K 0.01% 165
2022
Q2 		$322K Buy
6,620
+180
+3% +$10.1K 0.01% 165
2022
Q1 		$406K Hold
6,440
– – 0.01% 166
2021
Q4 		$429K Sell
6,440
-480
-7% -$27K 0.01% 167
2021
Q3 		$336K Buy
+6,920
New +$337K 0.01% 174

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

Badgley Phelps Wealth Managers's AVGO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Broadcom (AVGO) stake by 8.9% in Q1 2026, buying an estimated $5.46M and bringing the position to 203,506 shares worth $63M. The position accounts for 1.25% of the portfolio, ranked #21.

Badgley Phelps Wealth Managers first reported a position in AVGO in Q3 2021 and has held it in 19 quarters since. The position peaked at $64.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 203,506 shares of Broadcom worth $63M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 16,604 Broadcom shares in Q1 2026, an estimated $5.46M.
  • Broadcom made up 1.25% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #21 holding.
  • Badgley Phelps Wealth Managers first reported a position in Broadcom in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Broadcom position peaked at $64.7M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.