BP
AVGO icon

BWM Planning’s Broadcom AVGO Stock Holding History

BWM Planning’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 		$1.22M Sell
3,930
-38
-1% -$12.5K 0.32% 43
2025
Q4 		$1.37M Buy
3,968
+96
+2% +$34.3K 0.37% 40
2025
Q3 		$1.28M Buy
3,872
+113
+3% +$34.7K 0.38% 38
2025
Q2 		$1.04M Buy
3,759
+128
+4% +$27.8K 0.36% 41
2025
Q1 		$608K Buy
3,631
+18
+0.5% +$3.81K 0.26% 50
2024
Q4 		$838K Hold
3,613
– – 0.36% 44
2024
Q3 		$623K Buy
+3,613
New +$579K 0.28% 52

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

BWM Planning's AVGO Position: Q1 2026 in Review

BWM Planning reduced its Broadcom (AVGO) stake by 0.96% in Q1 2026, selling an estimated $12.5K and leaving 3,930 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #43.

BWM Planning first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BWM Planning held 3,930 shares of Broadcom worth $1.22M as of Q1 2026.
  • BWM Planning sold 38 Broadcom shares in Q1 2026, an estimated $12.5K.
  • Broadcom made up 0.32% of BWM Planning's portfolio in Q1 2026, its #43 holding.
  • BWM Planning first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Broadcom position peaked at $1.37M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.