BPWM
AVGO icon

BCS Private Wealth Management’s Broadcom AVGO Stock Holding History

BCS Private 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
2026
Q1 		$220K Sell
712
-354
-33% -$116K 0.07% 176
2025
Q4 		$369K Sell
1,066
-73
-6% -$26.1K 0.13% 122
2025
Q3 		$376K Buy
1,139
+125
+12% +$38.3K 0.13% 115
2025
Q2 		$280K Buy
+1,014
New +$220K 0.11% 136

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

BCS Private Wealth Management's AVGO Position: Q1 2026 in Review

BCS Private Wealth Management reduced its Broadcom (AVGO) stake by 33% in Q1 2026, selling an estimated $116K and leaving 712 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #176.

BCS Private Wealth Management first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $376K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BCS Private Wealth Management held 712 shares of Broadcom worth $220K as of Q1 2026.
  • BCS Private Wealth Management sold 354 Broadcom shares in Q1 2026, an estimated $116K.
  • Broadcom made up 0.07% of BCS Private Wealth Management's portfolio in Q1 2026, its #176 holding.
  • BCS Private Wealth Management first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Broadcom position peaked at $376K in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.