GWM
AVGO icon

Glass Wealth Management’s Broadcom AVGO Stock Holding History

Glass 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 		$28.5M Sell
92,025
-2,223
-2% -$731K 11.04% 1
2025
Q4 		$32.6M Sell
94,248
-2,529
-3% -$904K 13.38% 1
2025
Q3 		$31.9M Buy
96,777
+596
+0.6% +$183K 14.23% 1
2025
Q2 		$26.5M Sell
96,181
-3,301
-3% -$717K 14.12% 1
2025
Q1 		$16.7M Sell
99,482
-8,915
-8% -$1.89M 9.99% 1
2024
Q4 		$25.1M Sell
108,397
-2,083
-2% -$385K 13.66% 1
2024
Q3 		$19.1M Buy
110,480
+410
+0.4% +$65.7K 10.53% 1
2024
Q2 		$17.7M Buy
110,070
+1,570
+1% +$220K 10.33% 1
2024
Q1 		$14.4M Buy
+108,500
New +$13.4M 8.77% 1

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

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

Glass Wealth Management reduced its Broadcom (AVGO) stake by 2.4% in Q1 2026, selling an estimated $731K and leaving 92,025 shares worth $28.5M. The position accounts for 11.04% of the portfolio, ranked #1.

Glass Wealth Management first reported a position in AVGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.6M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Glass Wealth Management held 92,025 shares of Broadcom worth $28.5M as of Q1 2026.
  • Glass Wealth Management sold 2,223 Broadcom shares in Q1 2026, an estimated $731K.
  • Broadcom made up 11.04% of Glass Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Glass Wealth Management first reported a position in Broadcom in Q1 2024 and has held it in 9 quarters since.
  • Glass Wealth Management's Broadcom position peaked at $32.6M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.