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NWF Advisory Services’s Broadcom AVGO Stock Holding History

NWF Advisory 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 		$3.88M Sell
12,534
-50
-0.4% -$16.5K 0.44% 55
2025
Q4 		$4.36M Buy
12,584
+2,059
+20% +$736K 0.48% 50
2025
Q3 		$3.47M Buy
10,525
+4,555
+76% +$1.4M 0.38% 60
2025
Q2 		$1.65M Buy
5,970
+3,940
+194% +$856K 0.2% 87
2025
Q1 		$340K Sell
2,030
-145
-7% -$30.7K 0.05% 230
2024
Q4 		$504K Sell
2,175
-901
-29% -$167K 0.07% 138
2024
Q3 		$531K Buy
3,076
+1,806
+142% +$290K 0.08% 157
2024
Q2 		$204K Buy
+1,270
New +$178K 0.03% 277

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

NWF Advisory Services's AVGO Position: Q1 2026 in Review

NWF Advisory Services reduced its Broadcom (AVGO) stake by 0.4% in Q1 2026, selling an estimated $16.5K and leaving 12,534 shares worth $3.88M. The position accounts for 0.44% of the portfolio, ranked #55.

NWF Advisory Services first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.36M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • NWF Advisory Services held 12,534 shares of Broadcom worth $3.88M as of Q1 2026.
  • NWF Advisory Services sold 50 Broadcom shares in Q1 2026, an estimated $16.5K.
  • Broadcom made up 0.44% of NWF Advisory Services's portfolio in Q1 2026, its #55 holding.
  • NWF Advisory Services first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • NWF Advisory Services's Broadcom position peaked at $4.36M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.