EWM
AVGO icon

EPG Wealth Management’s Broadcom AVGO Stock Holding History

EPG 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 		$3.81M Buy
12,320
+398
+3% +$131K 1.03% 22
2025
Q4 		$4.13M Sell
11,922
-784
-6% -$280K 1.11% 20
2025
Q3 		$4.19M Buy
12,706
+128
+1% +$39.3K 1.15% 19
2025
Q2 		$3.47M Buy
12,578
+107
+0.9% +$23.2K 1.04% 22
2025
Q1 		$2.09M Sell
12,471
-3,421
-22% -$724K 0.58% 38
2024
Q4 		$3.68M Sell
15,892
-585
-4% -$108K 0.97% 20
2024
Q3 		$2.84M Buy
+16,477
New +$2.64M 0.72% 26
2024
Q2 		– Sell
-19,840
Closed -$2.78M – 24
2024
Q1 		$2.63M Buy
19,840
+90
+0.5% +$11.2K 0.64% 29
2023
Q4 		$2.47M Buy
19,750
+470
+2% +$44.5K 0.65% 32
2023
Q3 		$1.6M Sell
19,280
-1,660
-8% -$144K 0.48% 48
2023
Q2 		$1.82M Sell
20,940
-3,810
-15% -$272K 0.54% 43
2023
Q1 		$1.59M Buy
24,750
+9,890
+67% +$595K 0.5% 47
2022
Q4 		$831K Buy
14,860
+450
+3% +$22.6K 0.32% 75
2022
Q3 		$640K Buy
14,410
+1,300
+10% +$66.4K 0.26% 88
2022
Q2 		$637K Buy
13,110
+880
+7% +$49.4K 0.27% 83
2022
Q1 		$770K Buy
12,230
+2,400
+24% +$143K 0.27% 76
2021
Q4 		$654K Buy
9,830
+330
+3% +$18.5K 0.23% 89
2021
Q3 		$461K Buy
9,500
+260
+3% +$12.6K 0.18% 113
2021
Q2 		$440K Buy
9,240
+1,720
+23% +$79.7K 0.19% 116
2021
Q1 		$349K Buy
7,520
+1,020
+16% +$47.2K 0.17% 122
2020
Q4 		$285K Buy
+6,500
New +$253K 0.17% 115
2020
Q2 		– Sell
-5,220
Closed -$124K – 183
2020
Q1 		$124K Buy
5,220
+2,230
+75% +$62.8K 0.09% 159
2019
Q4 		$95K Buy
+2,990
New +$90.8K 0.07% 158

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

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

EPG Wealth Management increased its Broadcom (AVGO) stake by 3.3% in Q1 2026, buying an estimated $131K and bringing the position to 12,320 shares worth $3.81M. The position accounts for 1.03% of the portfolio, ranked #22.

EPG Wealth Management first reported a position in AVGO in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.19M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • EPG Wealth Management held 12,320 shares of Broadcom worth $3.81M as of Q1 2026.
  • EPG Wealth Management bought 398 Broadcom shares in Q1 2026, an estimated $131K.
  • Broadcom made up 1.03% of EPG Wealth Management's portfolio in Q1 2026, its #22 holding.
  • EPG Wealth Management first reported a position in Broadcom in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's Broadcom position peaked at $4.19M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.