JWM
AVGO icon

Jeppson Wealth Management’s Broadcom AVGO Stock Holding History

Jeppson 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 		$3.98M Sell
12,844
-328
-2% -$108K 1.25% 15
2025
Q4 		$4.56M Buy
13,172
+7
+0.1% +$2.5K 1.44% 13
2025
Q3 		$4.34M Sell
13,165
-124
-0.9% -$38K 1.39% 13
2025
Q2 		$3.66M Buy
13,289
+48
+0.4% +$10.4K 1.27% 16
2025
Q1 		$2.22M Buy
13,241
+599
+5% +$127K 0.81% 28
2024
Q4 		$2.93M Sell
12,642
-132
-1% -$24.4K 1.06% 18
2024
Q3 		$2.2M Buy
12,774
+134
+1% +$21.5K 0.79% 29
2024
Q2 		$2.03M Sell
12,640
-20
-0.2% -$2.8K 0.77% 29
2024
Q1 		$1.68M Sell
12,660
-170
-1% -$21.1K 0.65% 39
2023
Q4 		$1.43M Buy
12,830
+990
+8% +$93.7K 0.59% 46
2023
Q3 		$983K Sell
11,840
-70
-0.6% -$6.07K 0.45% 59
2023
Q2 		$1.03M Sell
11,910
-480
-4% -$34.2K 0.45% 59
2023
Q1 		$795K Sell
12,390
-150
-1% -$9.02K 0.35% 70
2022
Q4 		$701K Buy
12,540
+4,050
+48% +$203K 0.29% 78
2022
Q3 		$377K Buy
+8,490
New +$434K 0.17% 121
2020
Q4 		– Sell
-630
Closed -$23K – 154
2020
Q3 		$23K Buy
+630
New +$21.1K 0.02% 316

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

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

Jeppson Wealth Management reduced its Broadcom (AVGO) stake by 2.5% in Q1 2026, selling an estimated $108K and leaving 12,844 shares worth $3.98M. The position accounts for 1.25% of the portfolio, ranked #15.

Jeppson Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 16 quarters since. The position peaked at $4.56M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Jeppson Wealth Management held 12,844 shares of Broadcom worth $3.98M as of Q1 2026.
  • Jeppson Wealth Management sold 328 Broadcom shares in Q1 2026, an estimated $108K.
  • Broadcom made up 1.25% of Jeppson Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Jeppson Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 16 quarters since.
  • Jeppson Wealth Management's Broadcom position peaked at $4.56M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.