Bennett Associates Wealth Management’s Broadcom AVGO Stock Holding History

Bennett Associates 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	$355K	Buy	1,148 +212	+23%	+$69.8K	0.24%	41
2025 Q4	$324K	Buy	+936	New	+$335K	0.22%	44
2025 Q3	–	Sell	-2,375	Closed	-$655K	–	48
2025 Q2	$655K	Buy	2,375 +542	+30%	+$118K	0.5%	23
2025 Q1	$307K	Sell	1,833 -639	-26%	-$135K	0.25%	38
2024 Q4	$573K	Buy	+2,472	New	+$457K	0.48%	23

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

Bennett Associates Wealth Management's AVGO Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $69.8K and bringing the position to 1,148 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #41.

Bennett Associates Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $655K in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bennett Associates Wealth Management held 1,148 shares of Broadcom worth $355K as of Q1 2026.
Bennett Associates Wealth Management bought 212 Broadcom shares in Q1 2026, an estimated $69.8K.
Broadcom made up 0.24% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #41 holding.
Bennett Associates Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
Bennett Associates Wealth Management's Broadcom position peaked at $655K in Q2 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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