DWS
AVGO icon

Discipline Wealth Solutions’s Broadcom AVGO Stock Holding History

Discipline Wealth Solutions’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 		$274K Buy
884
+167
+23% +$55K 0.03% 162
2025
Q4 		$248K Buy
+717
New +$256K 0.05% 151

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

Discipline Wealth Solutions's AVGO Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $55K and bringing the position to 884 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #162.

Discipline Wealth Solutions first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Discipline Wealth Solutions held 884 shares of Broadcom worth $274K as of Q1 2026.
  • Discipline Wealth Solutions bought 167 Broadcom shares in Q1 2026, an estimated $55K.
  • Broadcom made up 0.03% of Discipline Wealth Solutions's portfolio in Q1 2026, its #162 holding.
  • Discipline Wealth Solutions first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.