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McKinley Carter Wealth Services’s Broadcom AVGO Stock Holding History

McKinley Carter Wealth Services’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 		$24.8M Buy
80,067
+461
+0.6% +$152K 1.43% 13
2025
Q4 		$27.6M Sell
79,606
-5,838
-7% -$2.09M 1.54% 13
2025
Q3 		$28.2M Sell
85,444
-5,440
-6% -$1.67M 1.48% 14
2025
Q2 		$25.1M Buy
90,884
+561
+0.6% +$122K 1.39% 15
2025
Q1 		$15.1M Sell
90,323
-6,937
-7% -$1.47M 0.93% 27
2024
Q4 		$22.5M Sell
97,260
-3,776
-4% -$698K 1.38% 15
2024
Q3 		$17.4M Sell
101,036
-4,114
-4% -$660K 1.05% 22
2024
Q2 		$16.9M Sell
105,150
-2,880
-3% -$404K 1.08% 22
2024
Q1 		$14.3M Sell
108,030
-2,410
-2% -$299K 0.96% 22
2023
Q4 		$12.3M Buy
110,440
+5,400
+5% +$511K 0.9% 25
2023
Q3 		$8.72M Sell
105,040
-5,130
-5% -$445K 0.69% 31
2023
Q2 		$9.56M Sell
110,170
-1,940
-2% -$138K 0.72% 28
2023
Q1 		$7.19M Buy
112,110
+190
+0.2% +$11.4K 0.56% 36
2022
Q4 		$6.26M Buy
111,920
+3,160
+3% +$158K 0.53% 44
2022
Q3 		$4.83M Buy
108,760
+9,600
+10% +$490K 0.45% 49
2022
Q2 		$4.82M Buy
99,160
+2,840
+3% +$159K 0.43% 49
2022
Q1 		$6.07M Buy
96,320
+18,080
+23% +$1.07M 0.47% 45
2021
Q4 		$5.21M Buy
78,240
+8,570
+12% +$482K 0.39% 58
2021
Q3 		$3.38M Buy
+69,670
New +$3.39M 0.28% 72
2018
Q2 		– Sell
-700
Closed -$16K – 173
2018
Q1 		$16K Buy
+700
New +$17.6K 0.01% 342

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

McKinley Carter Wealth Services's AVGO Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Broadcom (AVGO) stake by 0.58% in Q1 2026, buying an estimated $152K and bringing the position to 80,067 shares worth $24.8M. The position accounts for 1.43% of the portfolio, ranked #13.

McKinley Carter Wealth Services first reported a position in AVGO in Q1 2018 and has held it in 20 quarters since. The position peaked at $28.2M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • McKinley Carter Wealth Services held 80,067 shares of Broadcom worth $24.8M as of Q1 2026.
  • McKinley Carter Wealth Services bought 461 Broadcom shares in Q1 2026, an estimated $152K.
  • Broadcom made up 1.43% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #13 holding.
  • McKinley Carter Wealth Services first reported a position in Broadcom in Q1 2018 and has held it in 20 quarters since.
  • McKinley Carter Wealth Services's Broadcom position peaked at $28.2M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.