MWM
AVGO icon

Modern Wealth Management’s Broadcom AVGO Stock Holding History

Modern 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 		$8.16M Buy
26,044
+3,667
+16% +$1.21M 0.14% 157
2025
Q4 		$7.74M Buy
22,377
+941
+4% +$337K 0.14% 155
2025
Q3 		$7.07M Buy
21,436
+869
+4% +$267K 0.14% 154
2025
Q2 		$5.67M Sell
20,567
-572
-3% -$124K 0.14% 148
2025
Q1 		$3.54M Sell
21,139
-745
-3% -$158K 0.11% 154
2024
Q4 		$5.07M Buy
21,884
+933
+4% +$173K 0.19% 107
2024
Q3 		$3.61M Buy
20,951
+1,591
+8% +$255K 0.22% 76
2024
Q2 		$3.11M Buy
19,360
+4,940
+34% +$692K 0.23% 62
2024
Q1 		$1.91M Buy
14,420
+12,550
+671% +$1.55M 0.18% 74
2023
Q4 		$208K Buy
+1,870
New +$177K 0.03% 179

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

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

Modern Wealth Management increased its Broadcom (AVGO) stake by 16% in Q1 2026, buying an estimated $1.21M and bringing the position to 26,044 shares worth $8.16M. The position accounts for 0.14% of the portfolio, ranked #157.

Modern Wealth Management first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Modern Wealth Management held 26,044 shares of Broadcom worth $8.16M as of Q1 2026.
  • Modern Wealth Management bought 3,667 Broadcom shares in Q1 2026, an estimated $1.21M.
  • Broadcom made up 0.14% of Modern Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Modern Wealth Management first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.