Master's Wealth Management’s Broadcom AVGO Stock Holding History

Master's 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	$548K	Sell	1,769 -76	-4%	-$25K	0.19%	36
2025 Q4	$639K	Buy	1,845 +471	+34%	+$168K	0.23%	25
2025 Q3	$453K	Buy	1,374 +31	+2%	+$9.51K	0.2%	26
2025 Q2	$370K	Buy	+1,343	New	+$292K	0.17%	26
2025 Q1	–	Sell	-1,078	Closed	-$250K	–	41
2024 Q4	$250K	Buy	+1,078	New	+$199K	0.13%	32

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

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

Master's Wealth Management reduced its Broadcom (AVGO) stake by 4.1% in Q1 2026, selling an estimated $25K and leaving 1,769 shares worth $548K. The position accounts for 0.19% of the portfolio, ranked #36.

Master's Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $639K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Master's Wealth Management held 1,769 shares of Broadcom worth $548K as of Q1 2026.
Master's Wealth Management sold 76 Broadcom shares in Q1 2026, an estimated $25K.
Broadcom made up 0.19% of Master's Wealth Management's portfolio in Q1 2026, its #36 holding.
Master's Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
Master's Wealth Management's Broadcom position peaked at $639K in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.