Heritage Wealth Management (Texas)’s Broadcom AVGO Stock Holding History

Heritage Wealth Management (Texas)’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	$450K	Hold	1,452	–	–	0.19%	22
2025 Q4	$503K	Hold	1,452	–	–	0.22%	23
2025 Q3	$479K	Hold	1,452	–	–	0.21%	24
2025 Q2	$400K	Buy	1,452 +22	+2%	+$4.78K	0.2%	26
2025 Q1	$239K	Hold	1,430	–	–	0.14%	32
2024 Q4	$332K	Hold	1,430	–	–	0.2%	26
2024 Q3	$247K	Hold	1,430	–	–	0.14%	33
2024 Q2	$230K	Buy	+1,430	New	+$200K	0.14%	36

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Texas)'s AVGO Position: Q1 2026 in Review

Heritage Wealth Management (Texas) held its Broadcom (AVGO) position steady in Q1 2026 at 1,452 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #22.

Heritage Wealth Management (Texas) first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $503K in Q4 2025. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Heritage Wealth Management (Texas) held 1,452 shares of Broadcom worth $450K as of Q1 2026.
Heritage Wealth Management (Texas) left its Broadcom share count unchanged in Q1 2026.
Broadcom made up 0.19% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #22 holding.
Heritage Wealth Management (Texas) first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Texas)'s Broadcom position peaked at $503K in Q4 2025.
4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.