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Berry Wealth Group’s Broadcom AVGO Stock Holding History

Berry Wealth Group’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 		$3.21M Sell
10,378
-447
-4% -$147K 12% 1
2025
Q4 		$3.75M Sell
10,825
-708
-6% -$253K 13.15% 1
2025
Q3 		$3.8M Sell
11,533
-34,663
-75% -$10.6M 12.42% 1
2025
Q2 		$12.7M Buy
46,196
+269
+0.6% +$58.4K 8.91% 1
2025
Q1 		$7.69M Sell
45,927
-1,447
-3% -$306K 6.02% 2
2024
Q4 		$11M Sell
47,374
-1,962
-4% -$363K 7.92% 1
2024
Q3 		$8.51M Sell
49,336
-3,864
-7% -$619K 6.1% 2
2024
Q2 		$8.54M Sell
53,200
-1,560
-3% -$219K 6.82% 2
2024
Q1 		$7.26M Buy
54,760
+4,820
+10% +$597K 6.02% 4
2023
Q4 		$5.57M Buy
+49,940
New +$4.73M 5.13% 5

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

Berry Wealth Group's AVGO Position: Q1 2026 in Review

Berry Wealth Group reduced its Broadcom (AVGO) stake by 4.1% in Q1 2026, selling an estimated $147K and leaving 10,378 shares worth $3.21M. The position accounts for 12% of the portfolio, ranked #1.

Berry Wealth Group first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.7M in Q2 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Berry Wealth Group held 10,378 shares of Broadcom worth $3.21M as of Q1 2026.
  • Berry Wealth Group sold 447 Broadcom shares in Q1 2026, an estimated $147K.
  • Broadcom made up 12% of Berry Wealth Group's portfolio in Q1 2026, its #1 holding.
  • Berry Wealth Group first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Broadcom position peaked at $12.7M in Q2 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.