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Madison Wealth Partners’s Broadcom AVGO Stock Holding History

Madison Wealth Partners’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 		$1.22M Buy
3,933
+613
+18% +$202K 0.19% 56
2025
Q4 		$1.15M Buy
3,320
+462
+16% +$165K 0.21% 56
2025
Q3 		$943K Buy
2,858
+102
+4% +$31.3K 0.19% 59
2025
Q2 		$760K Buy
2,756
+21
+0.8% +$4.56K 0.17% 64
2025
Q1 		$458K Buy
2,735
+84
+3% +$17.8K 0.11% 82
2024
Q4 		$615K Sell
2,651
-203
-7% -$37.5K 0.17% 72
2024
Q3 		$492K Buy
2,854
+1,474
+107% +$236K 0.15% 77
2024
Q2 		$221K Buy
+1,380
New +$193K 0.08% 120

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

Madison Wealth Partners's AVGO Position: Q1 2026 in Review

Madison Wealth Partners increased its Broadcom (AVGO) stake by 18% in Q1 2026, buying an estimated $202K and bringing the position to 3,933 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #56.

Madison Wealth Partners first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. 4,667 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Madison Wealth Partners held 3,933 shares of Broadcom worth $1.22M as of Q1 2026.
  • Madison Wealth Partners bought 613 Broadcom shares in Q1 2026, an estimated $202K.
  • Broadcom made up 0.19% of Madison Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Madison Wealth Partners first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • 4,667 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.