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Meridian Wealth Advisors’s Broadcom AVGO Stock Holding History

Meridian Wealth Advisors’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 		$6.4M Buy
20,668
+1,932
+10% +$636K 0.85% 27
2025
Q4 		$6.48M Sell
18,736
-1,338
-7% -$478K 0.9% 29
2025
Q3 		$6.62M Sell
20,074
-1,203
-6% -$369K 0.94% 29
2025
Q2 		$5.87M Buy
21,277
+8,155
+62% +$1.77M 0.93% 28
2025
Q1 		$2.2M Sell
13,122
-415
-3% -$87.8K 0.37% 53
2024
Q4 		$3.14M Sell
13,537
-1,884
-12% -$348K 0.52% 45
2024
Q3 		$2.66M Buy
15,421
+1,591
+12% +$255K 0.44% 49
2024
Q2 		$2.22M Buy
13,830
+80
+0.6% +$11.2K 0.4% 52
2024
Q1 		$1.82M Hold
13,750
– – 0.34% 57
2023
Q4 		$1.53M Sell
13,750
-950
-6% -$90K 0.34% 58
2023
Q3 		$1.22M Buy
14,700
+170
+1% +$14.7K 0.31% 64
2023
Q2 		$1.26M Sell
14,530
-250
-2% -$17.8K 0.3% 67
2023
Q1 		$948K Sell
14,780
-2,690
-15% -$162K 0.24% 79
2022
Q4 		$977K Sell
17,470
-38,970
-69% -$1.95M 0.25% 76
2022
Q3 		$2.51M Sell
56,440
-2,880
-5% -$147K 0.71% 34
2022
Q2 		$2.88M Buy
59,320
+2,350
+4% +$132K 0.77% 32
2022
Q1 		$3.59M Buy
56,970
+3,150
+6% +$187K 0.83% 27
2021
Q4 		$3.58M Buy
53,820
+3,770
+8% +$212K 0.87% 26
2021
Q3 		$2.43M Buy
50,050
+1,970
+4% +$95.8K 0.68% 33
2021
Q2 		$2.29M Buy
48,080
+4,730
+11% +$219K 0.65% 33
2021
Q1 		$2.01M Buy
43,350
+4,360
+11% +$202K 0.67% 33
2020
Q4 		$1.71M Buy
38,990
+8,590
+28% +$335K 0.62% 35
2020
Q3 		$1.11M Sell
30,400
-150
-0.5% -$5.02K 0.48% 48
2020
Q2 		$964K Buy
30,550
+4,850
+19% +$136K 0.45% 46
2020
Q1 		$609K Sell
25,700
-1,500
-6% -$42.3K 0.34% 64
2019
Q4 		$860K Sell
27,200
-2,160
-7% -$65.6K 0.34% 58
2019
Q3 		$811K Buy
29,360
+1,220
+4% +$34.7K 0.35% 61
2019
Q2 		$810K Buy
28,140
+180
+0.6% +$5.25K 0.57% 37
2019
Q1 		$841K Buy
27,960
+2,850
+11% +$77.3K 0.61% 36
2018
Q4 		$638K Buy
+25,110
New +$593K 0.49% 41

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

Meridian Wealth Advisors's AVGO Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Broadcom (AVGO) stake by 10% in Q1 2026, buying an estimated $636K and bringing the position to 20,668 shares worth $6.4M. The position accounts for 0.85% of the portfolio, ranked #27.

Meridian Wealth Advisors first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.62M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Meridian Wealth Advisors held 20,668 shares of Broadcom worth $6.4M as of Q1 2026.
  • Meridian Wealth Advisors bought 1,932 Broadcom shares in Q1 2026, an estimated $636K.
  • Broadcom made up 0.85% of Meridian Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Meridian Wealth Advisors first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Broadcom position peaked at $6.62M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.