GWM
AVGO icon

Gilpin Wealth Management’s Broadcom AVGO Stock Holding History

Gilpin 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
Q3 		$51.3K Buy
146
+95
+186% +$35.8K 0.03% 230
2026
Q2 		$19.3K Hold
51
– – 0.01% 268
2026
Q1 		$15.8K Hold
51
– – 0.01% 266
2025
Q4 		$17.7K Buy
+51
New +$18.2K 0.01% 250

Other funds holding AVGO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gilpin Wealth Management's AVGO Position: Q3 2026 in Review

Gilpin Wealth Management increased its Broadcom (AVGO) stake by 186% in Q3 2026, buying an estimated $35.8K and bringing the position to 146 shares worth $51.3K. The position accounts for 0.03% of the portfolio, ranked #230.

Gilpin Wealth Management first reported a position in AVGO in Q4 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Gilpin Wealth Management held 146 shares of Broadcom worth $51.3K as of Q3 2026.
  • Gilpin Wealth Management bought 95 Broadcom shares in Q3 2026, an estimated $35.8K.
  • Broadcom made up 0.03% of Gilpin Wealth Management's portfolio in Q3 2026, its #230 holding.
  • Gilpin Wealth Management first reported a position in Broadcom in Q4 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.