Jackson Thornton Wealth Management’s Broadcom AVGO Stock Holding History

Jackson Thornton 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	$2.39M	Buy	6,445 +839	+15%	+$276K	0.22%	35
2025 Q4	$1.93M	Sell	5,606 -430	-7%	-$154K	0.18%	37
2025 Q3	$2.09M	Buy	6,036 +1,553	+35%	+$476K	0.21%	31
2025 Q2	$1.22M	Buy	4,483 +279	+7%	+$60.6K	0.14%	36
2025 Q1	$719K	Buy	4,204 +63	+2%	+$13.3K	0.1%	43
2024 Q4	$960K	Buy	4,141 +797	+24%	+$147K	0.12%	38
2024 Q3	$577K	Sell	3,344 -156	-4%	-$25K	0.08%	39
2024 Q2	$562K	Sell	3,500 -30	-0.8%	-$4.2K	0.09%	37
2024 Q1	$468K	Hold	3,530	–	–	0.08%	34
2023 Q4	$394K	Buy	3,530 +410	+13%	+$38.8K	0.07%	35
2023 Q3	$259K	Hold	3,120	–	–	0.05%	35
2023 Q2	$271K	Buy	+3,120	New	+$223K	0.05%	35

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

Jackson Thornton Wealth Management's AVGO Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Broadcom (AVGO) stake by 15% in Q1 2026, buying an estimated $276K and bringing the position to 6,445 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #35.

Jackson Thornton Wealth Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Jackson Thornton Wealth Management held 6,445 shares of Broadcom worth $2.39M as of Q1 2026.
Jackson Thornton Wealth Management bought 839 Broadcom shares in Q1 2026, an estimated $276K.
Broadcom made up 0.22% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #35 holding.
Jackson Thornton Wealth Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.