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Pine Harbor Wealth Management’s Broadcom AVGO Stock Holding History

Pine Harbor 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 		$298K Hold
963
– – 0.09% 80
2025
Q4 		$333K Hold
963
– – 0.1% 74
2025
Q3 		$318K Buy
963
+50
+5% +$15.3K 0.1% 77
2025
Q2 		$252K Buy
+913
New +$198K 0.09% 87
2025
Q1 		– Sell
-992
Closed -$230K – 95
2024
Q4 		$230K Buy
+992
New +$183K 0.09% 87

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

Pine Harbor Wealth Management's AVGO Position: Q1 2026 in Review

Pine Harbor Wealth Management held its Broadcom (AVGO) position steady in Q1 2026 at 963 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #80.

Pine Harbor Wealth Management first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Pine Harbor Wealth Management held 963 shares of Broadcom worth $298K as of Q1 2026.
  • Pine Harbor Wealth Management left its Broadcom share count unchanged in Q1 2026.
  • Broadcom made up 0.09% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Pine Harbor Wealth Management first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • Pine Harbor Wealth Management's Broadcom position peaked at $333K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.