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BIP Wealth’s Broadcom AVGO Stock Holding History

BIP Wealth’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 		$2.99M Sell
9,676
-3,097
-24% -$1.02M 0.12% 107
2025
Q4 		$4.42M Buy
12,773
+3,054
+31% +$1.09M 0.16% 95
2025
Q3 		$3.21M Buy
9,719
+3,224
+50% +$989K 0.16% 69
2025
Q2 		$1.79M Buy
6,495
+180
+3% +$39.1K 0.11% 73
2025
Q1 		$1.06M Buy
6,315
+58
+0.9% +$12.3K 0.07% 95
2024
Q4 		$1.45M Buy
6,257
+413
+7% +$76.4K 0.1% 78
2024
Q3 		$1.01M Buy
5,844
+34
+0.6% +$5.45K 0.07% 92
2024
Q2 		$933K Buy
5,810
+200
+4% +$28K 0.08% 81
2024
Q1 		$744K Buy
5,610
+3,720
+197% +$461K 0.05% 101
2023
Q4 		$211K Buy
+1,890
New +$179K 0.02% 183

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

BIP Wealth's AVGO Position: Q1 2026 in Review

BIP Wealth reduced its Broadcom (AVGO) stake by 24% in Q1 2026, selling an estimated $1.02M and leaving 9,676 shares worth $2.99M. The position accounts for 0.12% of the portfolio, ranked #107.

BIP Wealth first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.42M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BIP Wealth held 9,676 shares of Broadcom worth $2.99M as of Q1 2026.
  • BIP Wealth sold 3,097 Broadcom shares in Q1 2026, an estimated $1.02M.
  • Broadcom made up 0.12% of BIP Wealth's portfolio in Q1 2026, its #107 holding.
  • BIP Wealth first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • BIP Wealth's Broadcom position peaked at $4.42M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.