Bright Futures Wealth Management’s Broadcom AVGO Stock Holding History

Bright Futures 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	$2.47M	Sell	7,971 -130	-2%	-$42.8K	1.69%	9
2025 Q4	$2.8M	Sell	8,101 -56	-0.7%	-$20K	2.08%	9
2025 Q3	$2.69M	Buy	+8,157	New	+$2.5M	2.1%	11
2025 Q1	$1.41M	Sell	8,472 -392	-4%	-$83K	1.54%	19
2024 Q4	$1.83M	Sell	8,864 -9,582	-52%	-$1.77M	1.63%	18
2024 Q3	$3.26M	Sell	18,446 -148,944	-89%	-$23.9M	1.57%	10
2024 Q2	$2.41M	Buy	167,390 +152,050	+991%	+$21.3M	1.3%	19
2024 Q1	$2.43M	Buy	+15,340	New	+$1.9M	1.32%	18

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

Bright Futures Wealth Management's AVGO Position: Q1 2026 in Review

Bright Futures Wealth Management reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $42.8K and leaving 7,971 shares worth $2.47M. The position accounts for 1.69% of the portfolio, ranked #9.

Bright Futures Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.26M in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Bright Futures Wealth Management held 7,971 shares of Broadcom worth $2.47M as of Q1 2026.
Bright Futures Wealth Management sold 130 Broadcom shares in Q1 2026, an estimated $42.8K.
Broadcom made up 1.69% of Bright Futures Wealth Management's portfolio in Q1 2026, its #9 holding.
Bright Futures Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 8 quarters since.
Bright Futures Wealth Management's Broadcom position peaked at $3.26M in Q3 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.