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Darwin Wealth Management’s Broadcom AVGO Stock Holding History

Darwin 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 		$2.68M Buy
8,658
+1,140
+15% +$375K 0.83% 37
2025
Q4 		$2.6M Sell
7,518
-1,438
-16% -$514K 0.81% 35
2025
Q3 		$2.95M Sell
8,956
-97
-1% -$29.8K 0.94% 31
2025
Q2 		$2.5M Sell
9,053
-3,609
-29% -$784K 0.86% 32
2025
Q1 		$2.94M Hold
12,662
– – 0.99% 32
2024
Q4 		$2.94M Sell
12,662
-3,221
-20% -$596K 0.99% 32
2024
Q3 		$2.74M Sell
15,883
-557
-3% -$89.3K 0.75% 42
2024
Q2 		$2.64M Sell
16,440
-630
-4% -$88.3K 1.31% 24
2024
Q1 		$2.26M Buy
17,070
+13,550
+385% +$1.68M 0.63% 48
2023
Q4 		$393K Sell
3,520
-630
-15% -$59.7K 0.11% 103
2023
Q3 		$345K Buy
4,150
+90
+2% +$7.8K 0.09% 109
2023
Q2 		$358K Buy
4,060
+630
+18% +$44.9K 0.09% 106
2023
Q1 		$215K Sell
3,430
-440
-11% -$26.5K 0.06% 147
2022
Q4 		$224K Sell
3,870
-10,290
-73% -$516K 0.06% 153
2022
Q3 		$617K Sell
14,160
-2,050
-13% -$105K 0.15% 95
2022
Q2 		$861K Sell
16,210
-5,670
-26% -$318K 0.17% 92
2022
Q1 		$1.38M Sell
21,880
-1,640
-7% -$97.4K 0.23% 76
2021
Q4 		$1.29M Sell
23,520
-6,770
-22% -$381K 0.2% 79
2021
Q3 		$1.47M Buy
+30,290
New +$1.47M 0.23% 69
2020
Q2 		– Sell
-1,870
Closed -$44K – 198
2020
Q1 		$44K Buy
+1,870
New +$52.7K 0.01% 258

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

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

Darwin Wealth Management increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $375K and bringing the position to 8,658 shares worth $2.68M. The position accounts for 0.83% of the portfolio, ranked #37.

Darwin Wealth Management first reported a position in AVGO in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.95M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Darwin Wealth Management held 8,658 shares of Broadcom worth $2.68M as of Q1 2026.
  • Darwin Wealth Management bought 1,140 Broadcom shares in Q1 2026, an estimated $375K.
  • Broadcom made up 0.83% of Darwin Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Darwin Wealth Management first reported a position in Broadcom in Q1 2020 and has held it in 20 quarters since.
  • Darwin Wealth Management's Broadcom position peaked at $2.95M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.