BlackDiamond Wealth Management’s Broadcom AVGO Stock Holding History

BlackDiamond 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	$2.21M	Sell	7,144 -210	-3%	-$69.1K	1.06%	25
2025 Q4	$2.53M	Buy	7,354 +839	+13%	+$300K	1.23%	23
2025 Q3	$2.15M	Sell	6,515 -6	-0.1%	-$1.84K	1.17%	26
2025 Q2	$1.73M	Buy	6,521 +64	+1%	+$13.9K	1%	32
2025 Q1	$1.34M	Buy	6,457 +1,178	+22%	+$249K	0.91%	35
2024 Q4	$1.22M	Sell	5,279 -235	-4%	-$43.5K	0.71%	42
2024 Q3	$972K	Sell	5,514 -38,046	-87%	-$6.1M	0.59%	45
2024 Q2	$635K	Buy	43,560 +40,420	+1,287%	+$5.66M	0.42%	58
2024 Q1	$416K	Buy	3,140 +190	+6%	+$23.5K	0.3%	82
2023 Q4	$367K	Buy	2,950 +50	+2%	+$4.73K	0.27%	83
2023 Q3	$244K	Buy	2,900 +110	+4%	+$9.54K	0.22%	100
2023 Q2	$256K	Sell	2,790 -560	-17%	-$39.9K	0.22%	106
2023 Q1	$208K	Buy	+3,350	New	+$202K	0.21%	106

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

BlackDiamond Wealth Management's AVGO Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Broadcom (AVGO) stake by 2.9% in Q1 2026, selling an estimated $69.1K and leaving 7,144 shares worth $2.21M. The position accounts for 1.06% of the portfolio, ranked #25.

BlackDiamond Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.53M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

BlackDiamond Wealth Management held 7,144 shares of Broadcom worth $2.21M as of Q1 2026.
BlackDiamond Wealth Management sold 210 Broadcom shares in Q1 2026, an estimated $69.1K.
Broadcom made up 1.06% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #25 holding.
BlackDiamond Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
BlackDiamond Wealth Management's Broadcom position peaked at $2.53M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.