Beacon Bridge Wealth Partners’s Broadcom AVGO Stock Holding History

Beacon Bridge Wealth Partners’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	$1.54M	Buy	4,961 +1	+0%	+$329	0.51%	49
2025 Q4	$1.72M	Buy	4,960 +197	+4%	+$70.4K	0.57%	44
2025 Q3	$1.57M	Buy	4,763 +114	+2%	+$35K	0.56%	41
2025 Q2	$1.28M	Sell	4,649 -3	-0.1%	-$651	0.51%	44
2025 Q1	$779K	Buy	4,652 +62	+1%	+$13.1K	0.33%	50
2024 Q4	$1.06M	Sell	4,590 -375	-8%	-$69.4K	0.45%	49
2024 Q3	$856K	Buy	4,965 +375	+8%	+$60.1K	0.37%	49
2024 Q2	$737K	Hold	4,590	–	–	0.34%	53
2024 Q1	$608K	Hold	4,590	–	–	0.29%	56
2023 Q4	$512K	Sell	4,590 -78,220	-94%	-$7.41M	0.26%	54
2023 Q3	$6.88M	Sell	82,810 -2,000	-2%	-$173K	3.63%	7
2023 Q2	$7.35M	Buy	84,810 +79,980	+1,656%	+$5.7M	3.76%	8
2023 Q1	$310K	Buy	4,830 +290	+6%	+$17.4K	0.19%	59
2022 Q4	$254K	Buy	+4,540	New	+$228K	0.18%	77

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beacon Bridge Wealth Partners's AVGO Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Broadcom (AVGO) stake by 0.02% in Q1 2026, buying an estimated $329 and bringing the position to 4,961 shares worth $1.54M. The position accounts for 0.51% of the portfolio, ranked #49.

Beacon Bridge Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.35M in Q2 2023. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Beacon Bridge Wealth Partners held 4,961 shares of Broadcom worth $1.54M as of Q1 2026.
Beacon Bridge Wealth Partners bought 1 Broadcom share in Q1 2026, an estimated $329.
Broadcom made up 0.51% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #49 holding.
Beacon Bridge Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Broadcom position peaked at $7.35M in Q2 2023.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.