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Phillips Wealth Planners’s Broadcom AVGO Stock Holding History

Phillips Wealth Planners’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 		$2.91M Buy
6,782
+820
+14% +$270K 2.19% 3
2025
Q4 		$1.96M Sell
5,962
-723
-11% -$259K 1.57% 6
2025
Q3 		$2.24M Sell
6,685
-896
-12% -$275K 1.86% 4
2025
Q2 		$2.06M Sell
7,581
-670
-8% -$145K 1.87% 4
2025
Q1 		$1.5M Sell
8,251
-918
-10% -$194K 1.59% 7
2024
Q4 		$2.06M Sell
9,169
-2,335
-20% -$432K 2.05% 4
2024
Q3 		$2.03M Buy
11,504
+374
+3% +$60K 1.95% 3
2024
Q2 		$1.94M Sell
11,130
-3,010
-21% -$422K 2.05% 3
2024
Q1 		$1.88M Sell
14,140
-3,030
-18% -$375K 2.16% 3
2023
Q4 		$1.96M Buy
17,170
+720
+4% +$68.2K 2.37% 4
2023
Q3 		$1.43M Sell
16,450
-880
-5% -$76.3K 1.93% 4
2023
Q2 		$1.5M Sell
17,330
-8,420
-33% -$600K 1.97% 3
2023
Q1 		$1.64M Sell
25,750
-260
-1% -$15.6K 2.17% 3
2022
Q4 		$1.56M Buy
+26,010
New +$1.3M 2.73% 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

Phillips Wealth Planners's AVGO Position: Q1 2026 in Review

Phillips Wealth Planners increased its Broadcom (AVGO) stake by 14% in Q1 2026, buying an estimated $270K and bringing the position to 6,782 shares worth $2.91M. The position accounts for 2.19% of the portfolio, ranked #3.

Phillips Wealth Planners first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Phillips Wealth Planners held 6,782 shares of Broadcom worth $2.91M as of Q1 2026.
  • Phillips Wealth Planners bought 820 Broadcom shares in Q1 2026, an estimated $270K.
  • Broadcom made up 2.19% of Phillips Wealth Planners's portfolio in Q1 2026, its #3 holding.
  • Phillips Wealth Planners first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.