OWA
AVGO icon

Outlook Wealth Advisors’s Broadcom AVGO Stock Holding History

Outlook 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 		$2.1M Buy
6,847
+15
+0.2% +$4.94K 0.51% 42
2025
Q4 		$2.36M Sell
6,832
-1,178
-15% -$421K 0.53% 39
2025
Q3 		$2.64M Buy
8,010
+72
+0.9% +$22.1K 0.66% 30
2025
Q2 		$2.19M Buy
7,938
+60
+0.8% +$13K 0.56% 31
2025
Q1 		$1.32M Sell
7,878
-60
-0.8% -$12.7K 0.37% 54
2024
Q4 		$1.84M Buy
7,938
+141
+2% +$26.1K 0.53% 37
2024
Q3 		$1.34M Buy
7,797
+77
+1% +$12.3K 0.39% 52
2024
Q2 		$1.24M Sell
7,720
-2,890
-27% -$405K 0.39% 49
2024
Q1 		$1.41M Buy
10,610
+5,230
+97% +$648K 0.43% 47
2023
Q4 		$601K Buy
5,380
+430
+9% +$40.7K 0.21% 104
2023
Q3 		$411K Buy
4,950
+660
+15% +$57.2K 0.16% 135
2023
Q2 		$372K Buy
+4,290
New +$306K 0.14% 146
2022
Q2 		– Sell
-4,280
Closed -$269K – 188
2022
Q1 		$269K Buy
+4,280
New +$254K 0.09% 170
2021
Q4 		– Sell
-4,210
Closed -$204K – 205
2021
Q3 		$204K Buy
+4,210
New +$205K 0.07% 204
2021
Q2 		– Sell
-4,440
Closed -$206K – 212
2021
Q1 		$206K Sell
4,440
-390
-8% -$18K 0.07% 181
2020
Q4 		$211K Buy
+4,830
New +$188K 0.08% 177
2019
Q4 		– Sell
-9,190
Closed -$254K – 144
2019
Q3 		$254K Sell
9,190
-240
-3% -$6.82K 0.15% 144
2019
Q2 		$271K Buy
9,430
+870
+10% +$25.4K 0.18% 133
2019
Q1 		$257K Buy
8,560
+7,580
+773% +$206K 0.21% 123
2018
Q4 		$250K Buy
+980
New +$23.1K 0.11% 155

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

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

Outlook Wealth Advisors increased its Broadcom (AVGO) stake by 0.22% in Q1 2026, buying an estimated $4.94K and bringing the position to 6,847 shares worth $2.1M. The position accounts for 0.51% of the portfolio, ranked #42.

Outlook Wealth Advisors first reported a position in AVGO in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.64M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Outlook Wealth Advisors held 6,847 shares of Broadcom worth $2.1M as of Q1 2026.
  • Outlook Wealth Advisors bought 15 Broadcom shares in Q1 2026, an estimated $4.94K.
  • Broadcom made up 0.51% of Outlook Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Outlook Wealth Advisors first reported a position in Broadcom in Q4 2018 and has held it in 20 quarters since.
  • Outlook Wealth Advisors's Broadcom position peaked at $2.64M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.