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Perissos Private Wealth Management’s Broadcom AVGO Stock Holding History

Perissos Private 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 		$282K Buy
911
+1
+0.1% +$329 0.24% 56
2025
Q4 		$315K Buy
910
+1
+0.1% +$358 0.27% 52
2025
Q3 		$300K Buy
909
+1
+0.1% +$307 0.22% 59
2025
Q2 		$250K Buy
+908
New +$197K 0.2% 61
2025
Q1 		– Sell
-936
Closed -$217K – 74
2024
Q4 		$217K Buy
+936
New +$173K 0.16% 83

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

Perissos Private Wealth Management's AVGO Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Broadcom (AVGO) stake by 0.11% in Q1 2026, buying an estimated $329 and bringing the position to 911 shares worth $282K. The position accounts for 0.24% of the portfolio, ranked #56.

Perissos Private Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Perissos Private Wealth Management held 911 shares of Broadcom worth $282K as of Q1 2026.
  • Perissos Private Wealth Management bought 1 Broadcom share in Q1 2026, an estimated $329.
  • Broadcom made up 0.24% of Perissos Private Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Perissos Private Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • Perissos Private Wealth Management's Broadcom position peaked at $315K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.