BBWA
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Bell & Brown Wealth Advisors’s Broadcom AVGO Stock Holding History

Bell & Brown Wealth Advisors’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 		$16.8M Sell
54,419
-2,737
-5% -$901K 5.46% 1
2025
Q4 		$19.8M Sell
57,156
-4,378
-7% -$1.57M 6.37% 1
2025
Q3 		$20.3M Sell
61,534
-2,804
-4% -$860K 6.65% 1
2025
Q2 		$17.7M Sell
64,338
-4,967
-7% -$1.08M 6.34% 1
2025
Q1 		$11.6M Sell
69,305
-7,995
-10% -$1.69M 4.53% 2
2024
Q4 		$17.9M Sell
77,300
-3,637
-4% -$673K 6.67% 1
2024
Q3 		$14M Sell
80,937
-533
-0.7% -$85.4K 5.46% 2
2024
Q2 		$1.37M Sell
81,470
-2,410
-3% -$338K 0.52% 50
2024
Q1 		$11.1M Sell
83,880
-6,250
-7% -$774K 4.76% 2
2023
Q4 		$10.1M Buy
+90,130
New +$8.53M 4.67% 2
2023
Q2 		$8.12M Sell
93,550
-3,890
-4% -$277K 4.06% 2
2023
Q1 		$6.25M Sell
97,440
-3,820
-4% -$230K 3.33% 6
2022
Q4 		$5.66M Sell
101,260
-2,350
-2% -$118K 3.11% 6
2022
Q3 		$4.6M Buy
103,610
+330
+0.3% +$16.9K 2.84% 8
2022
Q2 		$5.02M Sell
103,280
-2,110
-2% -$118K 2.68% 9
2022
Q1 		$6.64M Sell
105,390
-2,140
-2% -$127K 3.01% 5
2021
Q4 		$6.5M Sell
107,530
-340
-0.3% -$19.1K 3.14% 5
2021
Q3 		$5.23M Buy
+107,870
New +$5.25M 2.82% 8
2020
Q3 		$4.15M Buy
111,190
+100
+0.1% +$3.35K 3% 8
2020
Q2 		$3.63M Sell
111,090
-2,580
-2% -$72.2K 2.84% 9
2020
Q1 		$3.1M Sell
113,670
-980
-0.9% -$27.6K 2.87% 10
2019
Q4 		$3.47M Sell
114,650
-3,170
-3% -$96.2K 2.58% 7
2019
Q3 		$3.23M Buy
+117,820
New +$3.35M 2.66% 5
2018
Q4 		– Sell
-78,050
Closed -$1.74M – 81
2018
Q3 		$1.74M Buy
+78,050
New +$1.75M 1.62% 26

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

Bell & Brown Wealth Advisors's AVGO Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Broadcom (AVGO) stake by 4.8% in Q1 2026, selling an estimated $901K and leaving 54,419 shares worth $16.8M. The position accounts for 5.46% of the portfolio, ranked #1.

Bell & Brown Wealth Advisors first reported a position in AVGO in Q3 2018 and has held it in 24 quarters since. The position peaked at $20.3M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bell & Brown Wealth Advisors held 54,419 shares of Broadcom worth $16.8M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 2,737 Broadcom shares in Q1 2026, an estimated $901K.
  • Broadcom made up 5.46% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Bell & Brown Wealth Advisors first reported a position in Broadcom in Q3 2018 and has held it in 24 quarters since.
  • Bell & Brown Wealth Advisors's Broadcom position peaked at $20.3M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.