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Perigon Wealth Management’s Broadcom AVGO Stock Holding History

Perigon 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 		$46.6M Sell
150,671
-2,504
-2% -$824K 0.85% 18
2025
Q4 		$53M Sell
153,175
-6,205
-4% -$2.22M 0.95% 17
2025
Q3 		$52.6M Buy
159,380
+5,685
+4% +$1.74M 1.07% 12
2025
Q2 		$42.4M Buy
153,695
+1,437
+0.9% +$312K 0.99% 14
2025
Q1 		$25.5M Sell
152,258
-233
-0.2% -$49.3K 0.65% 27
2024
Q4 		$35M Buy
152,491
+47,642
+45% +$8.81M 0.86% 19
2024
Q3 		$18.1M Buy
104,849
+3,769
+4% +$604K 0.48% 39
2024
Q2 		$16.2M Buy
101,080
+1,480
+1% +$207K 0.47% 42
2024
Q1 		$13.2M Buy
99,600
+600
+0.6% +$74.3K 0.4% 53
2023
Q4 		$11.1M Buy
99,000
+1,110
+1% +$105K 0.36% 60
2023
Q3 		$8.13M Buy
97,890
+1,560
+2% +$135K 0.33% 67
2023
Q2 		$8.36M Buy
96,330
+48,360
+101% +$3.45M 0.33% 69
2023
Q1 		$3.08M Buy
47,970
+350
+0.7% +$21.1K 0.17% 123
2022
Q4 		$2.66M Buy
47,620
+11,990
+34% +$601K 0.17% 138
2022
Q3 		$1.58M Sell
35,630
-540
-1% -$27.6K 0.14% 150
2022
Q2 		$1.76M Buy
36,170
+140
+0.4% +$7.86K 0.15% 142
2022
Q1 		$2.27M Sell
36,030
-850
-2% -$50.5K 0.16% 124
2021
Q4 		$2.45M Buy
36,880
+3,800
+11% +$214K 0.18% 108
2021
Q3 		$1.6M Buy
33,080
+1,470
+5% +$71.5K 0.14% 134
2021
Q2 		$1.51M Buy
31,610
+2,000
+7% +$92.7K 0.13% 140
2021
Q1 		$1.37M Buy
29,610
+4,320
+17% +$200K 0.14% 139
2020
Q4 		$1.11M Buy
25,290
+4,030
+19% +$157K 0.13% 132
2020
Q3 		$775K Buy
21,260
+1,540
+8% +$51.6K 0.11% 153
2020
Q2 		$622K Sell
19,720
-3,460
-15% -$96.8K 0.1% 164
2020
Q1 		$590K Buy
23,180
+3,370
+17% +$94.9K 0.11% 148
2019
Q4 		$621K Buy
19,810
+1,700
+9% +$51.6K 0.13% 120
2019
Q3 		$526K Sell
18,110
-70
-0.4% -$1.99K 0.12% 116
2019
Q2 		$523K Sell
18,180
-150
-0.8% -$4.37K 0.12% 124
2019
Q1 		$572K Buy
18,330
+150
+0.8% +$4.07K 0.13% 113
2018
Q4 		$487K Sell
18,180
-1,070
-6% -$25.3K 0.12% 123
2018
Q3 		$475K Sell
19,250
-15,960
-45% -$358K 0.12% 122
2018
Q2 		$854K Buy
35,210
+34,350
+3,994% +$842K 0.26% 86
2018
Q1 		$20K Buy
860
+10
+1% +$252 0.01% 436
2017
Q4 		$22K Sell
850
-45,760
-98% -$1.19M 0.01% 396
2017
Q3 		$1.13M Sell
46,610
-51,160
-52% -$1.26M 0.37% 63
2017
Q2 		$2.28M Sell
97,770
-3,270
-3% -$75.9K 0.5% 59
2017
Q1 		$2.21M Buy
+101,040
New +$2.08M 0.47% 69
2016
Q4 		– Sell
-96,900
Closed -$1.67M – 701
2016
Q3 		$1.67M Sell
96,900
-1,420
-1% -$23.7K 0.43% 72
2016
Q2 		$1.53M Buy
+98,320
New +$1.5M 0.41% 74
2016
Q1 		– Sell
-91,620
Closed -$1.33M – 266
2015
Q4 		$1.33M Buy
91,620
+8,170
+10% +$106K 0.37% 78
2015
Q3 		$1.04M Buy
83,450
+1,080
+1% +$13.6K 0.31% 91
2015
Q2 		$1.09M Buy
82,370
+270
+0.3% +$3.54K 0.29% 88
2015
Q1 		$1.04M Buy
82,100
+47,130
+135% +$540K 0.29% 87
2014
Q4 		$352K Buy
+34,970
New +$312K 0.11% 156

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

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

Perigon Wealth Management reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $824K and leaving 150,671 shares worth $46.6M. The position accounts for 0.85% of the portfolio, ranked #18.

Perigon Wealth Management first reported a position in AVGO in Q4 2014 and has held it in 44 quarters since. The position peaked at $53M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Perigon Wealth Management held 150,671 shares of Broadcom worth $46.6M as of Q1 2026.
  • Perigon Wealth Management sold 2,504 Broadcom shares in Q1 2026, an estimated $824K.
  • Broadcom made up 0.85% of Perigon Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Perigon Wealth Management first reported a position in Broadcom in Q4 2014 and has held it in 44 quarters since.
  • Perigon Wealth Management's Broadcom position peaked at $53M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.