BNC Wealth Management’s Broadcom AVGO Stock Holding History

BNC 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	$4.99M	Buy	16,111 +2,910	+22%	+$958K	1.38%	33
2025 Q4	$4.57M	Buy	13,201 +1,153	+10%	+$412K	1.17%	31
2025 Q3	$3.97M	Buy	+12,048	New	+$3.7M	1%	35
2025 Q2	–	Sell	-8,040	Closed	-$1.35M	–	100
2025 Q1	$1.35M	Buy	+8,040	New	+$1.7M	0.49%	52
2023 Q1	–	Sell	-21,370	Closed	-$1.19M	–	109
2022 Q4	$1.19M	Buy	21,370 +100	+0.5%	+$5.01K	0.71%	47
2022 Q3	$944K	Sell	21,270 -930	-4%	-$47.5K	0.57%	55
2022 Q2	$1.08M	Buy	22,200 +3,760	+20%	+$211K	0.56%	58
2022 Q1	$1.16M	Buy	18,440 +15,300	+487%	+$909K	0.57%	50
2021 Q4	$209K	Buy	+3,140	New	+$176K	0.1%	118
2020 Q4	–	Sell	-580	Closed	-$21K	–	122
2020 Q3	$21K	Buy	+580	New	+$19.4K	0.01%	219

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

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

BNC Wealth Management increased its Broadcom (AVGO) stake by 22% in Q1 2026, buying an estimated $958K and bringing the position to 16,111 shares worth $4.99M. The position accounts for 1.38% of the portfolio, ranked #33.

BNC Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 10 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

BNC Wealth Management held 16,111 shares of Broadcom worth $4.99M as of Q1 2026.
BNC Wealth Management bought 2,910 Broadcom shares in Q1 2026, an estimated $958K.
Broadcom made up 1.38% of BNC Wealth Management's portfolio in Q1 2026, its #33 holding.
BNC Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 10 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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