HWM
AVGO icon

HB Wealth Management’s Broadcom AVGO Stock Holding History

HB 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 		$215K Hold
700
– – ﹤0.01% 1401
2025
Q4 		$242K Buy
+700
New +$250K ﹤0.01% 1250

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

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

HB Wealth Management increased its Broadcom (AVGO) stake by 7.8% in Q1 2026, buying an estimated $6.35M and bringing the position to 266,035 shares worth $82.3M. The position accounts for 0.53% of the portfolio, ranked #29.

HB Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $85.4M in Q4 2025. 4,661 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • HB Wealth Management held 266,035 shares of Broadcom worth $82.3M as of Q1 2026.
  • HB Wealth Management bought 19,305 Broadcom shares in Q1 2026, an estimated $6.35M.
  • Broadcom made up 0.53% of HB Wealth Management's portfolio in Q1 2026, its #29 holding.
  • HB Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Broadcom position peaked at $85.4M in Q4 2025.
  • 4,661 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.