HWM
AVGO icon

Horizons Wealth Management’s Broadcom AVGO Stock Holding History

Horizons 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 		$15.5K Hold
50
– – 0.01% 136
2025
Q4 		$17.3K Hold
50
– – 0.01% 130
2025
Q3 		$16.5K Hold
50
– – 0.01% 134
2025
Q2 		$13.8K Hold
50
– – 0.01% 135
2025
Q1 		$8.37K Hold
50
– – 0.01% 146
2024
Q4 		$11.6K Hold
50
– – 0.01% 131
2024
Q3 		$8.63K Sell
50
-450
-90% -$72.1K 0.01% 141
2024
Q2 		$7.87K Buy
500
+450
+900% +$63.1K 0.01% 142
2024
Q1 		$5.58K Hold
50
– – ﹤0.01% 149
2023
Q4 		$5.58K Hold
50
– – ﹤0.01% 149
2023
Q3 		$4.15K Hold
50
– – ﹤0.01% 155
2023
Q2 		$4.34K Buy
+50
New +$3.57K ﹤0.01% 175

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

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

Horizons Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 50 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #136.

Horizons Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.3K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Horizons Wealth Management held 50 shares of Broadcom worth $15.5K as of Q1 2026.
  • Horizons Wealth Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Horizons Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
  • Horizons Wealth Management's Broadcom position peaked at $17.3K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.