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Gibbs Wealth Management’s Broadcom AVGO Stock Holding History

Gibbs 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 		$5.78M Buy
18,674
+7,335
+65% +$2.41M 0.76% 26
2025
Q4 		$3.91M Sell
11,339
-1,645
-13% -$588K 0.95% 24
2025
Q3 		$4.28M Buy
12,984
+9,546
+278% +$2.93M 0.97% 23
2025
Q2 		$948K Buy
3,438
+1,031
+43% +$224K 0.18% 134
2025
Q1 		$403K Buy
2,407
+807
+50% +$171K 0.1% 213
2024
Q4 		$371K Buy
+1,600
New +$296K 0.1% 206

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gibbs Wealth Management increased its Broadcom (AVGO) stake by 65% in Q1 2026, buying an estimated $2.41M and bringing the position to 18,674 shares worth $5.78M. The position accounts for 0.76% of the portfolio, ranked #26.

Gibbs Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,696 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Gibbs Wealth Management held 18,674 shares of Broadcom worth $5.78M as of Q1 2026.
  • Gibbs Wealth Management bought 7,335 Broadcom shares in Q1 2026, an estimated $2.41M.
  • Broadcom made up 0.76% of Gibbs Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Gibbs Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,696 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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