JWM
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Jupiter Wealth Management’s Broadcom AVGO Stock Holding History

Jupiter 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 		$12.6M Buy
30,224
+2,496
+9% +$821K 4.98% 5
2025
Q4 		$9.18M Buy
27,728
+3,703
+15% +$1.32M 4.09% 7
2025
Q3 		$7.93M Buy
24,025
+920
+4% +$282K 3.75% 8
2025
Q2 		$7.14M Buy
23,105
+3,030
+15% +$658K 3.61% 8
2025
Q1 		$4.63M Sell
20,075
-6,206
-24% -$1.31M 2.8% 11
2024
Q4 		$6.09M Buy
26,281
+2,970
+13% +$549K 3.05% 8
2024
Q3 		$4.02M Sell
23,311
-222,899
-91% -$35.7M 2.06% 14
2024
Q2 		$3.96M Buy
246,210
+219,560
+824% +$30.8M 2.1% 14
2024
Q1 		$3.53M Buy
26,650
+390
+1% +$48.3K 1.87% 18
2023
Q4 		$2.93M Buy
26,260
+1,000
+4% +$94.7K 1.72% 18
2023
Q3 		$2.42M Buy
25,260
+5,290
+26% +$459K 1.57% 18
2023
Q2 		$1.73M Buy
19,970
+1,710
+9% +$122K 1.49% 19
2023
Q1 		$1.17M Sell
18,260
-6,500
-26% -$391K 1.08% 28
2022
Q4 		$1.38M Hold
24,760
– – 1.34% 26
2022
Q3 		$1.1M Hold
24,760
– – 1.1% 26
2022
Q2 		$1.2M Sell
24,760
-1,640
-6% -$92K 1.1% 26
2022
Q1 		$1.66M Sell
26,400
-10,100
-28% -$600K 1.04% 28
2021
Q4 		$2.43M Buy
36,500
+1,730
+5% +$97.2K 1.26% 25
2021
Q3 		$1.91M Buy
34,770
+5,720
+20% +$278K 0.9% 31
2021
Q2 		$1.41M Sell
29,050
-22,550
-44% -$1.04M 0.68% 39
2021
Q1 		$2.41M Buy
51,600
+2,250
+5% +$104K 1.22% 28
2020
Q4 		$2.16M Buy
49,350
+14,550
+42% +$567K 1.32% 23
2020
Q3 		$1.27M Buy
+34,800
New +$1.17M 0.89% 29

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

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

Jupiter Wealth Management increased its Broadcom (AVGO) stake by 9% in Q1 2026, buying an estimated $821K and bringing the position to 30,224 shares worth $12.6M. The position accounts for 4.98% of the portfolio, ranked #5.

Jupiter Wealth Management first reported a position in AVGO in Q3 2020 and has held it in 23 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Jupiter Wealth Management held 30,224 shares of Broadcom worth $12.6M as of Q1 2026.
  • Jupiter Wealth Management bought 2,496 Broadcom shares in Q1 2026, an estimated $821K.
  • Broadcom made up 4.98% of Jupiter Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Jupiter Wealth Management first reported a position in Broadcom in Q3 2020 and has held it in 23 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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