Premier Path Wealth Partners’s Broadcom AVGO Stock Holding History

Premier Path Wealth Partners’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	$11.3M	Buy	36,472 +2,623	+8%	+$863K	1.47%	8
2025 Q4	$11.7M	Buy	33,849 +662	+2%	+$237K	1.51%	9
2025 Q3	$10.9M	Buy	33,187 +204	+0.6%	+$62.6K	1.41%	13
2025 Q2	$9.09M	Buy	32,983 +220	+0.7%	+$47.8K	1.27%	16
2025 Q1	$5.49M	Buy	32,763 +55	+0.2%	+$11.6K	0.85%	29
2024 Q4	$7.58M	Sell	32,708 -395	-1%	-$73.1K	1.16%	17
2024 Q3	$5.71M	Buy	33,103 +813	+3%	+$130K	0.9%	22
2024 Q2	$5.18M	Sell	32,290 -150	-0.5%	-$21K	0.88%	23
2024 Q1	$4.3M	Sell	32,440 -1,910	-6%	-$237K	0.81%	29
2023 Q4	$3.74M	Buy	+34,350	New	+$3.25M	0.83%	27

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

Premier Path Wealth Partners's AVGO Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Broadcom (AVGO) stake by 7.7% in Q1 2026, buying an estimated $863K and bringing the position to 36,472 shares worth $11.3M. The position accounts for 1.47% of the portfolio, ranked #8.

Premier Path Wealth Partners first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Premier Path Wealth Partners held 36,472 shares of Broadcom worth $11.3M as of Q1 2026.
Premier Path Wealth Partners bought 2,623 Broadcom shares in Q1 2026, an estimated $863K.
Broadcom made up 1.47% of Premier Path Wealth Partners's portfolio in Q1 2026, its #8 holding.
Premier Path Wealth Partners first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Broadcom position peaked at $11.7M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.