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Crestmont Private Wealth’s Broadcom AVGO Stock Holding History

Crestmont Private Wealth’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 		$705K Buy
2,277
+250
+12% +$82.3K 0.22% 42
2025
Q4 		$702K Sell
2,027
-144
-7% -$51.5K 0.23% 37
2025
Q3 		$716K Sell
2,171
-121
-5% -$37.1K 0.24% 37
2025
Q2 		$632K Buy
2,292
+39
+2% +$8.47K 0.23% 36
2025
Q1 		$377K Buy
2,253
+31
+1% +$6.56K 0.16% 46
2024
Q4 		$515K Sell
2,222
-417
-16% -$77.1K 0.23% 33
2024
Q3 		$455K Buy
2,639
+29
+1% +$4.65K 0.2% 36
2024
Q2 		$419K Buy
2,610
+890
+52% +$125K 0.2% 36
2024
Q1 		$228K Buy
+1,720
New +$213K 0.11% 56

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

Crestmont Private Wealth's AVGO Position: Q1 2026 in Review

Crestmont Private Wealth increased its Broadcom (AVGO) stake by 12% in Q1 2026, buying an estimated $82.3K and bringing the position to 2,277 shares worth $705K. The position accounts for 0.22% of the portfolio, ranked #42.

Crestmont Private Wealth first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $716K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Crestmont Private Wealth held 2,277 shares of Broadcom worth $705K as of Q1 2026.
  • Crestmont Private Wealth bought 250 Broadcom shares in Q1 2026, an estimated $82.3K.
  • Broadcom made up 0.22% of Crestmont Private Wealth's portfolio in Q1 2026, its #42 holding.
  • Crestmont Private Wealth first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Crestmont Private Wealth's Broadcom position peaked at $716K in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.