QFW
AVGO icon

QTR Family Wealth’s Broadcom AVGO Stock Holding History

QTR Family Wealth’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 		$4.52M Buy
11,874
+1,603
+16% +$527K 1.88% 11
2025
Q4 		$3.5M Buy
10,271
+276
+3% +$98.7K 1.54% 13
2025
Q3 		$3.3M Buy
9,995
+767
+8% +$235K 1.56% 15
2025
Q2 		$2.54M Buy
9,228
+565
+7% +$123K 1.58% 14
2025
Q1 		$1.45M Buy
+8,663
New +$1.83M 1.09% 24

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

QTR Family Wealth's AVGO Position: Q1 2026 in Review

QTR Family Wealth increased its Broadcom (AVGO) stake by 16% in Q1 2026, buying an estimated $527K and bringing the position to 11,874 shares worth $4.52M. The position accounts for 1.88% of the portfolio, ranked #11.

QTR Family Wealth first reported a position in AVGO in Q1 2025 and has held it in 5 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • QTR Family Wealth held 11,874 shares of Broadcom worth $4.52M as of Q1 2026.
  • QTR Family Wealth bought 1,603 Broadcom shares in Q1 2026, an estimated $527K.
  • Broadcom made up 1.88% of QTR Family Wealth's portfolio in Q1 2026, its #11 holding.
  • QTR Family Wealth first reported a position in Broadcom in Q1 2025 and has held it in 5 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.