Peterson Wealth Management
AVGO icon

Peterson Wealth Management’s Broadcom AVGO Stock Holding History

Peterson 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
Q3 		$1.52M Sell
4,342
-6,835
-61% -$2.57M 0.7% 22
2026
Q2 		$4.22M Buy
11,177
+6,718
+151% +$2.69M 1.97% 17
2026
Q1 		$1.38M Buy
4,459
+252
+6% +$82.9K 0.8% 24
2025
Q4 		$1.46M Sell
4,207
-3,566
-46% -$1.28M 1.08% 20
2025
Q3 		$2.56M Sell
7,773
-6,515
-46% -$2M 1.78% 20
2025
Q2 		$3.94M Buy
14,288
+5,863
+70% +$1.27M 2.34% 16
2025
Q1 		$1.41M Buy
8,425
+179
+2% +$37.9K 0.95% 27
2024
Q4 		$1.91M Buy
+8,246
New +$1.53M 1.14% 27

Other funds holding AVGO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Peterson Wealth Management's AVGO Position: Q3 2026 in Review

Peterson Wealth Management reduced its Broadcom (AVGO) stake by 61% in Q3 2026, selling an estimated $2.57M and leaving 4,342 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #22.

Peterson Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.22M in Q2 2026. 3,819 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

  • Peterson Wealth Management held 4,342 shares of Broadcom worth $1.52M as of Q3 2026.
  • Peterson Wealth Management sold 6,835 Broadcom shares in Q3 2026, an estimated $2.57M.
  • Broadcom made up 0.7% of Peterson Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Peterson Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
  • Peterson Wealth Management's Broadcom position peaked at $4.22M in Q2 2026.
  • 3,819 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.