Elite Wealth Management’s Broadcom AVGO Stock Holding History

Elite 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	$10.9M	Sell	35,090 -2,151	-6%	-$708K	3.53%	6
2025 Q4	$12.9M	Sell	37,241 -833	-2%	-$298K	3.51%	6
2025 Q3	$12.6M	Buy	38,074 +34,195	+882%	+$10.5M	3.25%	8
2025 Q2	$1.07M	Sell	3,879 -31,023	-89%	-$6.74M	0.35%	19
2025 Q1	$5.84M	Sell	34,902 -1,277	-4%	-$270K	0.76%	12
2024 Q4	$8.39M	Sell	36,179 -1,422	-4%	-$263K	1.04%	11
2024 Q3	$6.49M	Buy	+37,601	New	+$6.03M	0.89%	13
2014 Q1	–	Sell	-470	Closed	-$2K	–	346
2013 Q4	$2K	Buy	+470	New	+$2.16K	﹤0.01%	645

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

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

Elite Wealth Management reduced its Broadcom (AVGO) stake by 5.8% in Q1 2026, selling an estimated $708K and leaving 35,090 shares worth $10.9M. The position accounts for 3.53% of the portfolio, ranked #6.

Elite Wealth Management first reported a position in AVGO in Q4 2013 and has held it in 8 quarters since. The position peaked at $12.9M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Elite Wealth Management held 35,090 shares of Broadcom worth $10.9M as of Q1 2026.
Elite Wealth Management sold 2,151 Broadcom shares in Q1 2026, an estimated $708K.
Broadcom made up 3.53% of Elite Wealth Management's portfolio in Q1 2026, its #6 holding.
Elite Wealth Management first reported a position in Broadcom in Q4 2013 and has held it in 8 quarters since.
Elite Wealth Management's Broadcom position peaked at $12.9M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.