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Focused Wealth Management’s Broadcom AVGO Stock Holding History

Focused 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
2021
Q3 		– Sell
-20,000
Closed -$27K – 991
2021
Q2 		$27K Buy
+20,000
New +$927K ﹤0.01% 462

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

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

Focused Wealth Management increased its Broadcom (AVGO) stake by 8.9% in Q1 2026, buying an estimated $164K and bringing the position to 6,123 shares worth $1.9M. The position accounts for 0.2% of the portfolio, ranked #55.

Focused Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.95M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Focused Wealth Management held 6,123 shares of Broadcom worth $1.9M as of Q1 2026.
  • Focused Wealth Management bought 499 Broadcom shares in Q1 2026, an estimated $164K.
  • Broadcom made up 0.2% of Focused Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Focused Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 23 quarters since.
  • Focused Wealth Management's Broadcom position peaked at $1.95M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.