FWG Holdings’s Broadcom AVGO Stock Holding History

FWG Holdings’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	$1.31M	Sell	4,154 -333	-7%	-$110K	0.49%	41
2025 Q4	$1.49M	Sell	4,487 -182	-4%	-$65.1K	0.56%	37
2025 Q3	$1.8M	Sell	4,669 -20	-0.4%	-$6.14K	0.78%	20
2025 Q2	$1.4M	Buy	4,689 +44	+0.9%	+$9.55K	0.66%	26
2025 Q1	$888K	Sell	4,645 -116	-2%	-$24.6K	0.44%	40
2024 Q4	$1.04M	Buy	4,761 +40	+0.8%	+$7.4K	0.5%	33
2024 Q3	$812K	Sell	4,721 -42,289	-90%	-$6.78M	0.4%	38
2024 Q2	$770K	Buy	47,010 +42,800	+1,017%	+$6M	0.39%	43
2024 Q1	$550K	Buy	4,210 +340	+9%	+$42.1K	0.29%	49
2023 Q4	$416K	Buy	3,870 +150	+4%	+$14.2K	0.25%	59
2023 Q3	$303K	Buy	3,720 +730	+24%	+$63.3K	0.2%	68
2023 Q2	$268K	Buy	+2,990	New	+$213K	0.17%	80

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

FWG Holdings's AVGO Position: Q1 2026 in Review

FWG Holdings reduced its Broadcom (AVGO) stake by 7.4% in Q1 2026, selling an estimated $110K and leaving 4,154 shares worth $1.31M. The position accounts for 0.49% of the portfolio, ranked #41.

FWG Holdings first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

FWG Holdings held 4,154 shares of Broadcom worth $1.31M as of Q1 2026.
FWG Holdings sold 333 Broadcom shares in Q1 2026, an estimated $110K.
Broadcom made up 0.49% of FWG Holdings's portfolio in Q1 2026, its #41 holding.
FWG Holdings first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
FWG Holdings's Broadcom position peaked at $1.8M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.