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BOK Financial Private Wealth’s Broadcom AVGO Stock Holding History

BOK Financial Private 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 		$8.08M Sell
26,097
-241
-0.9% -$79.3K 0.49% 25
2025
Q4 		$9.12M Sell
26,338
-1,032
-4% -$369K 0.56% 22
2025
Q3 		$9.03M Sell
27,370
-548
-2% -$168K 0.57% 19
2025
Q2 		$7.7M Sell
27,918
-4,771
-15% -$1.04M 0.51% 21
2025
Q1 		$5.47M Sell
32,689
-3,443
-10% -$729K 0.41% 25
2024
Q4 		$8.38M Sell
36,132
-3,355
-8% -$621K 0.61% 18
2024
Q3 		$6.81M Sell
39,487
-5,573
-12% -$893K 0.49% 24
2024
Q2 		$7.23M Buy
45,060
+130
+0.3% +$18.2K 0.53% 26
2024
Q1 		$5.96M Sell
44,930
-5,930
-12% -$735K 0.44% 29
2023
Q4 		$5.68M Sell
50,860
-4,270
-8% -$404K 0.46% 30
2023
Q3 		$4.58M Sell
55,130
-20,120
-27% -$1.74M 0.4% 34
2023
Q2 		$6.53M Sell
75,250
-24,860
-25% -$1.77M 0.53% 26
2023
Q1 		$6.42M Buy
100,110
+2,620
+3% +$158K 0.52% 27
2022
Q4 		$5.45M Sell
97,490
-2,700
-3% -$135K 0.45% 31
2022
Q3 		$4.45M Sell
100,190
-80
-0.1% -$4.09K 0.4% 38
2022
Q2 		$4.87M Sell
100,270
-24,570
-20% -$1.38M 0.43% 35
2022
Q1 		$7.86M Buy
124,840
+4,030
+3% +$239K 0.56% 30
2021
Q4 		$8.04M Buy
120,810
+1,110
+0.9% +$62.4K 0.55% 29
2021
Q3 		$5.8M Buy
119,700
+4,770
+4% +$232K 0.46% 36
2021
Q2 		$5.48M Buy
114,930
+2,490
+2% +$115K 0.45% 38
2021
Q1 		$5.21M Sell
112,440
-1,260
-1% -$58.3K 0.47% 39
2020
Q4 		$4.98M Sell
113,700
-3,540
-3% -$138K 0.47% 39
2020
Q3 		$4.27M Sell
117,240
-8,070
-6% -$270K 0.45% 43
2020
Q2 		$3.96M Sell
125,310
-18,000
-13% -$504K 0.41% 50
2020
Q1 		$3.4M Sell
143,310
-88,730
-38% -$2.5M 0.41% 51
2019
Q4 		$7.33M Buy
+232,040
New +$7.05M 0.62% 42

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

BOK Financial Private Wealth's AVGO Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Broadcom (AVGO) stake by 0.92% in Q1 2026, selling an estimated $79.3K and leaving 26,097 shares worth $8.08M. The position accounts for 0.49% of the portfolio, ranked #25.

BOK Financial Private Wealth first reported a position in AVGO in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.12M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BOK Financial Private Wealth held 26,097 shares of Broadcom worth $8.08M as of Q1 2026.
  • BOK Financial Private Wealth sold 241 Broadcom shares in Q1 2026, an estimated $79.3K.
  • Broadcom made up 0.49% of BOK Financial Private Wealth's portfolio in Q1 2026, its #25 holding.
  • BOK Financial Private Wealth first reported a position in Broadcom in Q4 2019 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Broadcom position peaked at $9.12M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.