Left Brain Wealth Management’s Broadcom AVGO Stock Holding History

Left Brain 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	$8.21M	Buy	26,541 +288	+1%	+$94.8K	3.23%	6
2025 Q4	$9.09M	Sell	26,253 -1,044	-4%	-$373K	3.14%	9
2025 Q3	$9.01M	Buy	27,297 +1,647	+6%	+$505K	2.83%	11
2025 Q2	$7.07M	Buy	25,650 +4,940	+24%	+$1.07M	2.49%	13
2025 Q1	$3.47M	Sell	20,710 -57	-0.3%	-$12.1K	1.51%	25
2024 Q4	$4.81M	Sell	20,767 -1,931	-9%	-$357K	1.82%	20
2024 Q3	$3.92M	Sell	22,698 -12	-0.1%	-$1.92K	1.82%	22
2024 Q2	$3.65M	Buy	22,710 +130	+0.6%	+$18.2K	1.7%	25
2024 Q1	$2.99M	Sell	22,580 -320	-1%	-$39.6K	1.45%	26
2023 Q4	$2.56M	Sell	22,900 -280	-1%	-$26.5K	1.48%	26
2023 Q3	$1.93M	Sell	23,180 -220	-0.9%	-$19.1K	1.2%	31
2023 Q2	$2.03M	Buy	23,400 +1,830	+8%	+$131K	1.24%	30
2023 Q1	$1.35M	Buy	+21,570	New	+$1.3M	0.92%	37

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

Left Brain Wealth Management's AVGO Position: Q1 2026 in Review

Left Brain Wealth Management increased its Broadcom (AVGO) stake by 1.1% in Q1 2026, buying an estimated $94.8K and bringing the position to 26,541 shares worth $8.21M. The position accounts for 3.23% of the portfolio, ranked #6.

Left Brain Wealth Management first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.09M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Left Brain Wealth Management held 26,541 shares of Broadcom worth $8.21M as of Q1 2026.
Left Brain Wealth Management bought 288 Broadcom shares in Q1 2026, an estimated $94.8K.
Broadcom made up 3.23% of Left Brain Wealth Management's portfolio in Q1 2026, its #6 holding.
Left Brain Wealth Management first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
Left Brain Wealth Management's Broadcom position peaked at $9.09M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.