Bradley & Co Private Wealth Management’s Broadcom AVGO Stock Holding History

Bradley & Co Private 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	$9.29K	Hold	30	–	–	﹤0.01%	138
2025 Q4	$10.4K	Hold	30	–	–	0.01%	130
2025 Q3	$9.9K	Hold	30	–	–	0.01%	127
2025 Q2	$8.27K	Hold	30	–	–	0.01%	127
2025 Q1	$5.02K	Hold	30	–	–	﹤0.01%	140
2024 Q4	$6.96K	Buy	+30	New	+$5.55K	﹤0.01%	129
2024 Q2	$4.82K	Hold	30	–	–	﹤0.01%	137
2024 Q1	$3.98K	Hold	30	–	–	﹤0.01%	150
2023 Q4	$3.35K	Hold	30	–	–	﹤0.01%	164
2023 Q3	$2.49K	Hold	30	–	–	﹤0.01%	152
2023 Q2	$2.6K	Hold	30	–	–	﹤0.01%	154
2023 Q1	$1.93K	Hold	30	–	–	﹤0.01%	156
2022 Q4	$1.68K	Hold	30	–	–	﹤0.01%	159
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	173
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	176
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	142
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	147
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	156
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	160
2021 Q1	$1K	Buy	+30	New	+$1.39K	﹤0.01%	162

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

Bradley & Co Private Wealth Management's AVGO Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 30 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Bradley & Co Private Wealth Management first reported a position in AVGO in Q1 2021 and has held it in 20 quarters since. The position peaked at $10.4K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bradley & Co Private Wealth Management held 30 shares of Broadcom worth $9.29K as of Q1 2026.
Bradley & Co Private Wealth Management left its Broadcom share count unchanged in Q1 2026.
Broadcom made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #138 holding.
Bradley & Co Private Wealth Management first reported a position in Broadcom in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Broadcom position peaked at $10.4K in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.