Beacon Bridge Wealth Partners
AVGO icon

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
Q3 		$2.58M Buy
7,344
+2,382
+48% +$897K 0.73% 40
2026
Q2 		$1.87M Buy
4,962
+1
+0% +$401 0.53% 47
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Beacon Bridge Wealth Partners's AVGO Position: Q3 2026 in Review

Beacon Bridge Wealth Partners increased its Broadcom (AVGO) stake by 48% in Q3 2026, buying an estimated $897K and bringing the position to 7,344 shares worth $2.58M. The position accounts for 0.73% of the portfolio, ranked #40.

Beacon Bridge Wealth Partners first reported a position in AVGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.35M in Q2 2023. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Beacon Bridge Wealth Partners held 7,344 shares of Broadcom worth $2.58M as of Q3 2026.
  • Beacon Bridge Wealth Partners bought 2,382 Broadcom shares in Q3 2026, an estimated $897K.
  • Broadcom made up 0.73% of Beacon Bridge Wealth Partners's portfolio in Q3 2026, its #40 holding.
  • Beacon Bridge Wealth Partners first reported a position in Broadcom in Q4 2022 and has held it in 16 quarters since.
  • Beacon Bridge Wealth Partners's Broadcom position peaked at $7.35M in Q2 2023.
  • 4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.