Concentrum Wealth Management’s Broadcom AVGO Stock Holding History

Concentrum 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	$2.62M	Buy	8,469 +808	+11%	+$266K	0.77%	23
2025 Q4	$2.65M	Buy	7,661 +1,758	+30%	+$629K	0.74%	23
2025 Q3	$1.95M	Buy	5,903 +717	+14%	+$220K	0.56%	26
2025 Q2	$1.43M	Buy	5,186 +163	+3%	+$35.4K	0.45%	29
2025 Q1	$841K	Buy	5,023 +1,560	+45%	+$330K	0.31%	36
2024 Q4	$803K	Buy	3,463 +408	+13%	+$75.5K	0.28%	39
2024 Q3	$527K	Buy	3,055 +645	+27%	+$103K	0.21%	46
2024 Q2	$387K	Buy	2,410 +720	+43%	+$101K	0.16%	49
2024 Q1	$224K	Buy	+1,690	New	+$209K	0.1%	62

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

Concentrum Wealth Management's AVGO Position: Q1 2026 in Review

Concentrum Wealth Management increased its Broadcom (AVGO) stake by 11% in Q1 2026, buying an estimated $266K and bringing the position to 8,469 shares worth $2.62M. The position accounts for 0.77% of the portfolio, ranked #23.

Concentrum Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Concentrum Wealth Management held 8,469 shares of Broadcom worth $2.62M as of Q1 2026.
Concentrum Wealth Management bought 808 Broadcom shares in Q1 2026, an estimated $266K.
Broadcom made up 0.77% of Concentrum Wealth Management's portfolio in Q1 2026, its #23 holding.
Concentrum Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
Concentrum Wealth Management's Broadcom position peaked at $2.65M in Q4 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.