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Cherry Tree Wealth Management’s Broadcom AVGO Stock Holding History

Cherry Tree 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 		$41.2K Buy
133
+4
+3% +$1.32K 0.01% 287
2025
Q4 		$44.6K Buy
129
+40
+45% +$14.3K 0.01% 278
2025
Q3 		$29.4K Hold
89
– – 0.01% 302
2025
Q2 		$24.5K Sell
89
-131
-60% -$28.4K 0.01% 316
2025
Q1 		$36.8K Buy
220
+74
+51% +$15.7K 0.01% 278
2024
Q4 		$33.8K Buy
146
+11
+8% +$2.04K 0.01% 280
2024
Q3 		$23.3K Sell
135
-5
-4% -$802 0.01% 321
2024
Q2 		$21.7K Buy
140
+90
+180% +$12.6K 0.01% 319
2024
Q1 		$5.96K Hold
50
– – ﹤0.01% 424
2023
Q4 		$5.02K Hold
50
– – ﹤0.01% 430
2023
Q3 		$3.74K Hold
50
– – ﹤0.01% 438
2023
Q2 		$3.9K Buy
+50
New +$3.57K ﹤0.01% 433

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

Cherry Tree Wealth Management's AVGO Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Broadcom (AVGO) stake by 3.1% in Q1 2026, buying an estimated $1.32K and bringing the position to 133 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #287.

Cherry Tree Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $44.6K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Cherry Tree Wealth Management held 133 shares of Broadcom worth $41.2K as of Q1 2026.
  • Cherry Tree Wealth Management bought 4 Broadcom shares in Q1 2026, an estimated $1.32K.
  • Broadcom made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #287 holding.
  • Cherry Tree Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Broadcom position peaked at $44.6K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.