FWL Investment Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$496K Buy
1,604
+148
+10% +$48.7K 0.11% 82
2025
Q4
$504K Buy
1,456
+214
+17% +$76.5K 0.12% 66
2025
Q3
$410K Buy
1,242
+109
+10% +$33.4K 0.11% 67
2025
Q2
$312K Buy
1,133
+93
+9% +$20.2K 0.1% 75
2025
Q1
$174K Buy
1,040
+370
+55% +$78.3K 0.06% 83
2024
Q4
$155K Hold
670
0.06% 94
2024
Q3
$116K Buy
670
+80
+14% +$12.8K 0.04% 90
2024
Q2
$94.7K Hold
590
0.05% 74
2024
Q1
$78.2K Buy
590
+420
+247% +$52K 0.04% 78
2023
Q4
$19K Buy
+170
New +$16.1K 0.01% 134

Other funds holding AVGO

FWL Investment Management's AVGO Position: Q1 2026 in Review

FWL Investment Management increased its Broadcom (AVGO) stake by 10% in Q1 2026, buying an estimated $48.7K and bringing the position to 1,604 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #82.

FWL Investment Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $504K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • FWL Investment Management held 1,604 shares of Broadcom worth $496K as of Q1 2026.
  • FWL Investment Management bought 148 Broadcom shares in Q1 2026, an estimated $48.7K.
  • Broadcom made up 0.11% of FWL Investment Management's portfolio in Q1 2026, its #82 holding.
  • FWL Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • FWL Investment Management's Broadcom position peaked at $504K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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