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Palacios Wealth Management’s Broadcom AVGO Stock Holding History

Palacios 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 		$10.2M Buy
24,428
+2,480
+11% +$816K 6.38% 2
2025
Q4 		$7.6M Sell
21,948
-5,000
-19% -$1.79M 5.82% 2
2025
Q3 		$8.89M Buy
26,948
+3,453
+15% +$1.06M 5.86% 2
2025
Q2 		$6.48M Buy
23,495
+1,590
+7% +$345K 5.32% 2
2025
Q1 		$3.67M Buy
21,905
+275
+1% +$58.2K 2.72% 6
2024
Q4 		$4.93M Buy
+21,630
New +$4M 5.32% 3

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

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

Palacios Wealth Management increased its Broadcom (AVGO) stake by 11% in Q1 2026, buying an estimated $816K and bringing the position to 24,428 shares worth $10.2M. The position accounts for 6.38% of the portfolio, ranked #2.

Palacios Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 6 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Palacios Wealth Management held 24,428 shares of Broadcom worth $10.2M as of Q1 2026.
  • Palacios Wealth Management bought 2,480 Broadcom shares in Q1 2026, an estimated $816K.
  • Broadcom made up 6.38% of Palacios Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Palacios Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 6 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.