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Consilium Wealth Advisory’s Broadcom AVGO Stock Holding History

Consilium Wealth 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 		$4.41M Buy
14,256
+1,906
+15% +$627K 1.51% 20
2025
Q4 		$4.27M Sell
12,350
-40
-0.3% -$14.3K 1.58% 19
2025
Q3 		$4.09M Sell
12,390
-539
-4% -$165K 1.58% 20
2025
Q2 		$3.56M Buy
12,929
+497
+4% +$108K 1.5% 17
2025
Q1 		$2.08M Sell
12,432
-4,800
-28% -$1.02M 1.04% 25
2024
Q4 		$4M Sell
17,232
-63
-0.4% -$11.7K 1.91% 18
2024
Q3 		$2.98M Buy
17,295
+1,245
+8% +$200K 1.63% 19
2024
Q2 		$2.58M Sell
16,050
-520
-3% -$72.9K 1.41% 21
2024
Q1 		$2.2M Buy
16,570
+7,550
+84% +$935K 1.24% 21
2023
Q4 		$1.01M Buy
9,020
+4,330
+92% +$410K 0.61% 30
2023
Q3 		$390K Buy
4,690
+490
+12% +$42.5K 0.27% 59
2023
Q2 		$364K Buy
+4,200
New +$300K 0.25% 63

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

Consilium Wealth Advisory's AVGO Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $627K and bringing the position to 14,256 shares worth $4.41M. The position accounts for 1.51% of the portfolio, ranked #20.

Consilium Wealth Advisory first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Consilium Wealth Advisory held 14,256 shares of Broadcom worth $4.41M as of Q1 2026.
  • Consilium Wealth Advisory bought 1,906 Broadcom shares in Q1 2026, an estimated $627K.
  • Broadcom made up 1.51% of Consilium Wealth Advisory's portfolio in Q1 2026, its #20 holding.
  • Consilium Wealth Advisory first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.