HFW
AVGO icon

Horizon Family Wealth’s Broadcom AVGO Stock Holding History

Horizon Family Wealth’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 		$844K Buy
2,728
+71
+3% +$23.4K 0.45% 41
2025
Q4 		$920K Sell
2,657
-444
-14% -$159K 0.49% 38
2025
Q3 		$1.02M Sell
3,101
-1,289
-29% -$395K 0.59% 31
2025
Q2 		$1.21M Sell
4,390
-468
-10% -$102K 0.74% 27
2025
Q1 		$813K Buy
4,858
+237
+5% +$50.2K 0.54% 29
2024
Q4 		$1.07M Sell
4,621
-670
-13% -$124K 0.71% 29
2024
Q3 		$913K Buy
5,291
+71
+1% +$11.4K 0.65% 27
2024
Q2 		$839K Buy
5,220
+30
+0.6% +$4.2K 0.64% 28
2024
Q1 		$688K Sell
5,190
-1,210
-19% -$150K 0.53% 31
2023
Q4 		$715K Buy
6,400
+80
+1% +$7.58K 0.6% 28
2023
Q3 		$525K Buy
6,320
+400
+7% +$34.7K 0.51% 30
2023
Q2 		$514K Sell
5,920
-350
-6% -$25K 0.49% 30
2023
Q1 		$403K Sell
6,270
-390
-6% -$23.5K 0.43% 34
2022
Q4 		$372K Buy
6,660
+290
+5% +$14.5K 0.43% 38
2022
Q3 		$284K Sell
6,370
-40
-0.6% -$2.04K 0.35% 41
2022
Q2 		$312K Sell
6,410
-120
-2% -$6.74K 0.36% 40
2022
Q1 		$411K Buy
6,530
+3,280
+101% +$195K 0.41% 41
2021
Q4 		$217K Buy
+3,250
New +$183K 0.22% 44

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

Horizon Family Wealth's AVGO Position: Q1 2026 in Review

Horizon Family Wealth increased its Broadcom (AVGO) stake by 2.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 2,728 shares worth $844K. The position accounts for 0.45% of the portfolio, ranked #41.

Horizon Family Wealth first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Horizon Family Wealth held 2,728 shares of Broadcom worth $844K as of Q1 2026.
  • Horizon Family Wealth bought 71 Broadcom shares in Q1 2026, an estimated $23.4K.
  • Broadcom made up 0.45% of Horizon Family Wealth's portfolio in Q1 2026, its #41 holding.
  • Horizon Family Wealth first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's Broadcom position peaked at $1.21M in Q2 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.