JSW
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Journey Strategic Wealth’s Broadcom AVGO Stock Holding History

Journey Strategic 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 		$24.2M Buy
78,305
+1,317
+2% +$433K 0.6% 15
2025
Q4 		$26.6M Buy
76,988
+457
+0.6% +$163K 0.7% 10
2025
Q3 		$25.2M Sell
76,531
-2,378
-3% -$730K 0.71% 10
2025
Q2 		$21.8M Buy
78,909
+625
+0.8% +$136K 0.71% 11
2025
Q1 		$13.1M Buy
78,284
+38,342
+96% +$8.11M 0.46% 17
2024
Q4 		$9.26M Buy
39,942
+17,845
+81% +$3.3M 0.35% 21
2024
Q3 		$3.81M Buy
22,097
+2,407
+12% +$386K 0.14% 42
2024
Q2 		$3.16M Buy
19,690
+860
+5% +$121K 0.13% 35
2024
Q1 		$2.5M Buy
18,830
+11,260
+149% +$1.4M 0.11% 34
2023
Q4 		$845K Buy
7,570
+1,680
+29% +$159K 0.04% 72
2023
Q3 		$489K Sell
5,890
-3,420
-37% -$296K 0.02% 83
2023
Q2 		$807K Sell
9,310
-2,490
-21% -$178K 0.04% 66
2023
Q1 		$757K Sell
11,800
-1,690
-13% -$102K 0.08% 75
2022
Q4 		$754K Buy
13,490
+2,020
+18% +$101K 0.09% 71
2022
Q3 		$509K Buy
11,470
+2,420
+27% +$124K 0.07% 66
2022
Q2 		$439K Sell
9,050
-1,650
-15% -$92.6K 0.06% 65
2022
Q1 		$674K Buy
10,700
+500
+5% +$29.7K 0.07% 36
2021
Q4 		$679K Buy
+10,200
New +$573K 0.07% 54

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

Journey Strategic Wealth's AVGO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Broadcom (AVGO) stake by 1.7% in Q1 2026, buying an estimated $433K and bringing the position to 78,305 shares worth $24.2M. The position accounts for 0.6% of the portfolio, ranked #15.

Journey Strategic Wealth first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.6M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Journey Strategic Wealth held 78,305 shares of Broadcom worth $24.2M as of Q1 2026.
  • Journey Strategic Wealth bought 1,317 Broadcom shares in Q1 2026, an estimated $433K.
  • Broadcom made up 0.6% of Journey Strategic Wealth's portfolio in Q1 2026, its #15 holding.
  • Journey Strategic Wealth first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Broadcom position peaked at $26.6M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.