Correct Capital Wealth Management’s Broadcom AVGO Stock Holding History

Correct Capital 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	$2.67M	Buy	8,624 +141	+2%	+$46.4K	0.5%	30
2025 Q4	$2.94M	Buy	8,483 +316	+4%	+$113K	0.55%	26
2025 Q3	$2.69M	Sell	8,167 -510	-6%	-$156K	0.44%	31
2025 Q2	$2.39M	Buy	8,677 +173	+2%	+$37.6K	0.35%	27
2025 Q1	$1.42M	Sell	8,504 -322	-4%	-$68.2K	0.23%	40
2024 Q4	$2.05M	Buy	8,826 +685	+8%	+$127K	0.41%	26
2024 Q3	$1.4M	Buy	8,141 +2,321	+40%	+$372K	0.31%	41
2024 Q2	$935K	Buy	5,820 +380	+7%	+$53.3K	0.22%	52
2024 Q1	$721K	Buy	5,440 +610	+13%	+$75.6K	0.17%	70
2023 Q4	$539K	Buy	+4,830	New	+$457K	0.14%	75

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

Correct Capital Wealth Management's AVGO Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Broadcom (AVGO) stake by 1.7% in Q1 2026, buying an estimated $46.4K and bringing the position to 8,624 shares worth $2.67M. The position accounts for 0.5% of the portfolio, ranked #30.

Correct Capital Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Correct Capital Wealth Management held 8,624 shares of Broadcom worth $2.67M as of Q1 2026.
Correct Capital Wealth Management bought 141 Broadcom shares in Q1 2026, an estimated $46.4K.
Broadcom made up 0.5% of Correct Capital Wealth Management's portfolio in Q1 2026, its #30 holding.
Correct Capital Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Broadcom position peaked at $2.94M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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