QPW
AVGO icon

Quantum Private Wealth’s Broadcom AVGO Stock Holding History

Quantum Private 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 		$13.8M Buy
44,481
+1,147
+3% +$377K 4.25% 7
2025
Q4 		$15M Sell
43,334
-634
-1% -$227K 4.38% 7
2025
Q3 		$14.5M Buy
43,968
+584
+1% +$179K 4.24% 6
2025
Q2 		$12M Buy
43,384
+1,282
+3% +$278K 3.87% 6
2025
Q1 		$7.05M Sell
42,102
-1,753
-4% -$371K 2.67% 8
2024
Q4 		$10.2M Buy
43,855
+2,375
+6% +$439K 3.25% 7
2024
Q3 		$7.16M Sell
41,480
-20
-0% -$3.21K 2.42% 7
2024
Q2 		$6.66M Hold
41,500
– – 2.36% 7
2024
Q1 		$5.5M Sell
41,500
-20
-0% -$2.48K 2.04% 9
2023
Q4 		$4.63M Sell
41,520
-4,590
-10% -$435K 1.94% 7
2023
Q3 		$3.83M Buy
46,110
+5,230
+13% +$453K 1.83% 9
2023
Q2 		$3.55M Sell
40,880
-160
-0.4% -$11.4K 1.64% 11
2023
Q1 		$2.63M Hold
41,040
– – 1.43% 12
2022
Q4 		$2.29M Hold
41,040
– – 1.45% 11
2022
Q3 		$1.82M Sell
41,040
-560
-1% -$28.6K 1.14% 12
2022
Q2 		$2.02M Sell
41,600
-320
-0.8% -$18K 1.19% 14
2022
Q1 		$2.64M Buy
41,920
+60
+0.1% +$3.56K 1.14% 16
2021
Q4 		$2.79M Buy
+41,860
New +$2.35M 1.06% 17

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

Quantum Private Wealth's AVGO Position: Q1 2026 in Review

Quantum Private Wealth increased its Broadcom (AVGO) stake by 2.6% in Q1 2026, buying an estimated $377K and bringing the position to 44,481 shares worth $13.8M. The position accounts for 4.25% of the portfolio, ranked #7.

Quantum Private Wealth first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $15M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Quantum Private Wealth held 44,481 shares of Broadcom worth $13.8M as of Q1 2026.
  • Quantum Private Wealth bought 1,147 Broadcom shares in Q1 2026, an estimated $377K.
  • Broadcom made up 4.25% of Quantum Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Quantum Private Wealth first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • Quantum Private Wealth's Broadcom position peaked at $15M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Quantum Private Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.