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PACK Private Wealth’s Broadcom AVGO Stock Holding History

PACK Private Wealth’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 		$962K Hold
3,108
– – 0.44% 19
2025
Q4 		$1.08M Hold
3,108
– – 0.49% 19
2025
Q3 		$1.03M Buy
+3,108
New +$953K 0.48% 18

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

PACK Private Wealth's AVGO Position: Q1 2026 in Review

PACK Private Wealth held its Broadcom (AVGO) position steady in Q1 2026 at 3,108 shares worth $962K. The position accounts for 0.44% of the portfolio, ranked #19.

PACK Private Wealth first reported a position in AVGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • PACK Private Wealth held 3,108 shares of Broadcom worth $962K as of Q1 2026.
  • PACK Private Wealth left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.44% of PACK Private Wealth's portfolio in Q1 2026, its #19 holding.
  • PACK Private Wealth first reported a position in Broadcom in Q3 2025 and has held it in 3 quarters since.
  • PACK Private Wealth's Broadcom position peaked at $1.08M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.