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AVGO icon

GWN Securities’s Broadcom AVGO Stock Holding History

GWN Securities’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 		$2.02M Buy
6,518
+1,751
+37% +$576K 0.39% 72
2025
Q4 		$1.65M Sell
4,767
-250
-5% -$89.4K 0.33% 77
2025
Q3 		$1.69M Buy
5,017
+37
+0.7% +$11.4K 0.39% 65
2025
Q2 		$1.38M Sell
4,980
-6,295
-56% -$1.37M 0.26% 88
2025
Q1 		$2.07M Buy
11,275
+2,627
+30% +$556K 0.12% 194
2024
Q4 		$2.1M Buy
+8,648
New +$1.6M 0.56% 35

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

GWN Securities's AVGO Position: Q1 2026 in Review

GWN Securities increased its Broadcom (AVGO) stake by 37% in Q1 2026, buying an estimated $576K and bringing the position to 6,518 shares worth $2.02M. The position accounts for 0.39% of the portfolio, ranked #72.

GWN Securities first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • GWN Securities held 6,518 shares of Broadcom worth $2.02M as of Q1 2026.
  • GWN Securities bought 1,751 Broadcom shares in Q1 2026, an estimated $576K.
  • Broadcom made up 0.39% of GWN Securities's portfolio in Q1 2026, its #72 holding.
  • GWN Securities first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Broadcom position peaked at $2.1M in Q4 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.