CQWA
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Chokshi & Queen Wealth Advisors’s Broadcom AVGO Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$2.75M Sell
8,883
-605
-6% -$199K 1.47% 12
2025
Q4 		$3.28M Buy
9,488
+3,943
+71% +$1.41M 1.72% 11
2025
Q3 		$1.83M Buy
5,545
+3,690
+199% +$1.13M 0.97% 16
2025
Q2 		$511K Sell
1,855
-1,350
-42% -$293K 0.29% 33
2025
Q1 		$537K Sell
3,205
-10,500
-77% -$2.22M 0.33% 31
2024
Q4 		$3.18M Buy
+13,705
New +$2.53M 1.97% 10

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

Chokshi & Queen Wealth Advisors's AVGO Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Broadcom (AVGO) stake by 6.4% in Q1 2026, selling an estimated $199K and leaving 8,883 shares worth $2.75M. The position accounts for 1.47% of the portfolio, ranked #12.

Chokshi & Queen Wealth Advisors first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.28M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 8,883 shares of Broadcom worth $2.75M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors sold 605 Broadcom shares in Q1 2026, an estimated $199K.
  • Broadcom made up 1.47% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Broadcom position peaked at $3.28M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.