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Center for Wealth Management Advisory’s Broadcom AVGO Stock Holding History

Center for Wealth Management Advisory’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 		$2.6M Buy
8,388
+487
+6% +$160K 1.87% 8
2025
Q4 		$2.73M Buy
+7,901
New +$2.83M 2.02% 8

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

Center for Wealth Management Advisory's AVGO Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Broadcom (AVGO) stake by 6.2% in Q1 2026, buying an estimated $160K and bringing the position to 8,388 shares worth $2.6M. The position accounts for 1.87% of the portfolio, ranked #8.

Center for Wealth Management Advisory first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.73M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Center for Wealth Management Advisory held 8,388 shares of Broadcom worth $2.6M as of Q1 2026.
  • Center for Wealth Management Advisory bought 487 Broadcom shares in Q1 2026, an estimated $160K.
  • Broadcom made up 1.87% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #8 holding.
  • Center for Wealth Management Advisory first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's Broadcom position peaked at $2.73M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.