Peterson Wealth Advisors’s Broadcom AVGO Stock Holding History

Peterson 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	$280K	Sell	904 -21	-2%	-$6.91K	0.04%	95
2025 Q4	$320K	Sell	925 -135	-13%	-$48.3K	0.04%	94
2025 Q3	$357K	Sell	1,060 -33	-3%	-$10.1K	0.05%	82
2025 Q2	$301K	Buy	+1,093	New	+$237K	0.05%	79
2025 Q1	–	Sell	-1,088	Closed	-$253K	–	90
2024 Q4	$253K	Sell	1,088 -396	-27%	-$73.2K	0.05%	77
2024 Q3	$256K	Sell	1,484 -956	-39%	-$153K	0.05%	71
2024 Q2	$391K	Buy	2,440 +30	+1%	+$4.2K	0.08%	54
2024 Q1	$319K	Sell	2,410 -200	-8%	-$24.8K	0.07%	56
2023 Q4	$291K	Buy	+2,610	New	+$247K	0.07%	56
2023 Q3	–	Sell	-2,390	Closed	-$209K	–	62
2023 Q2	$209K	Buy	+2,390	New	+$170K	0.06%	61

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Peterson Wealth Advisors reduced its Broadcom (AVGO) stake by 2.3% in Q1 2026, selling an estimated $6.91K and leaving 904 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #95.

Peterson Wealth Advisors first reported a position in AVGO in Q2 2023 and has held it in 10 quarters since. The position peaked at $391K in Q2 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Peterson Wealth Advisors held 904 shares of Broadcom worth $280K as of Q1 2026.
Peterson Wealth Advisors sold 21 Broadcom shares in Q1 2026, an estimated $6.91K.
Broadcom made up 0.04% of Peterson Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Peterson Wealth Advisors first reported a position in Broadcom in Q2 2023 and has held it in 10 quarters since.
Peterson Wealth Advisors's Broadcom position peaked at $391K in Q2 2024.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.