Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.3M Buy
98,045
+9,477
+11% +$3.12M 1.75% 7
2025
Q4
$28.8M Sell
88,568
-3,275
-4% -$1.17M 1.61% 8
2025
Q3
$32M Sell
91,843
-3,525
-4% -$1.08M 1.74% 8
2025
Q2
$28M Buy
95,368
+399
+0.4% +$86.6K 1.62% 9
2025
Q1
$15.9M Buy
94,969
+399
+0.4% +$84.4K 1.37% 13
2024
Q4
$21.9M Buy
94,570
+3,244
+4% +$600K 1.36% 12
2024
Q3
$15.8M Buy
91,326
+46,416
+103% +$7.44M 0.96% 16
2024
Q2
$7.21M Buy
44,910
+4,350
+11% +$610K 2.12% 8
2024
Q1
$5.29M Sell
40,560
-5,230
-11% -$648K 0.43% 45
2023
Q4
$5.11M Sell
45,790
-940
-2% -$89K 0.41% 56
2023
Q3
$3.88M Sell
46,730
-2,440
-5% -$212K 0.39% 60
2023
Q2
$4.27M Sell
49,170
-22,810
-32% -$1.63M 0.35% 66
2023
Q1
$4.62M Buy
71,980
+920
+1% +$55.4K 0.47% 48
2022
Q4
$3.97M Buy
71,060
+1,350
+2% +$67.7K 0.35% 78
2022
Q3
$3.1M Sell
69,710
-160
-0.2% -$8.17K 0.3% 87
2022
Q2
$3.33M Sell
69,870
-1,730
-2% -$97.1K 0.31% 76
2022
Q1
$4.51M Buy
71,600
+1,480
+2% +$87.9K 0.35% 75
2021
Q4
$4.67M Buy
70,120
+33,540
+92% +$1.89M 0.37% 60
2021
Q3
$1.77M Buy
36,580
+8,880
+32% +$432K 0.16% 141
2021
Q2
$1.32M Hold
27,700
0.12% 173
2021
Q1
$1.28M Sell
27,700
-40
-0.1% -$1.85K 0.13% 174
2020
Q4
$1.22M Buy
+27,740
New +$1.08M 0.14% 153
2020
Q3
Sell
-19,060
Closed -$602K 262
2020
Q2
$602K Buy
19,060
+3,600
+23% +$101K 0.08% 216
2020
Q1
$367 Sell
15,460
-700
-4% -$19.7K 0.01% 267
2019
Q4
$511K Buy
16,160
+50
+0.3% +$1.52K 0.09% 215
2019
Q3
$445K Buy
16,110
+630
+4% +$17.9K 0.08% 221
2019
Q2
$446K Sell
15,480
-3,680
-19% -$107K 0.09% 210
2019
Q1
$576K Buy
19,160
+9,100
+90% +$247K 0.12% 166
2018
Q4
$256K Sell
10,060
-1,100
-10% -$26K 0.07% 263
2018
Q3
$275K Sell
11,160
-480
-4% -$10.8K 0.06% 272
2018
Q2
$282K Buy
+11,640
New +$285K 0.07% 268
2018
Q1
Sell
-12,450
Closed -$320K 343
2017
Q4
$320K Buy
12,450
+400
+3% +$10.4K 0.08% 224
2017
Q3
$292K Buy
12,050
+380
+3% +$9.39K 0.08% 241
2017
Q2
$272K Buy
11,670
+660
+6% +$15.3K 0.05% 241
2017
Q1
$241K Sell
11,010
-550
-5% -$11.3K 0.07% 254
2016
Q4
$204K Buy
+11,560
New +$200K 0.07% 257

Other funds holding AVGO

NWAM LLC's AVGO Position: Q1 2026 in Review

NWAM LLC increased its Broadcom (AVGO) stake by 11% in Q1 2026, buying an estimated $3.12M and bringing the position to 98,045 shares worth $30.3M. The position accounts for 1.75% of the portfolio, ranked #7.

NWAM LLC first reported a position in AVGO in Q4 2016 and has held it in 36 quarters since. The position peaked at $32M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NWAM LLC held 98,045 shares of Broadcom worth $30.3M as of Q1 2026.
  • NWAM LLC bought 9,477 Broadcom shares in Q1 2026, an estimated $3.12M.
  • Broadcom made up 1.75% of NWAM LLC's portfolio in Q1 2026, its #7 holding.
  • NWAM LLC first reported a position in Broadcom in Q4 2016 and has held it in 36 quarters since.
  • NWAM LLC's Broadcom position peaked at $32M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.