RW Investment Management’s Broadcom AVGO Stock Holding History

RW Investment 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	$1.4M	Buy	+4,517	New	+$1.49M	0.14%	35
2025 Q3	$1.74M	Sell	5,275 -412	-7%	-$126K	0.18%	27
2025 Q2	$1.57M	Buy	5,687 +1,516	+36%	+$329K	0.17%	29
2025 Q1	$698K	Hold	4,171	–	–	0.09%	45
2024 Q4	$967K	Hold	4,171	–	–	0.12%	38
2024 Q3	$719K	Sell	4,171 -199	-5%	-$31.9K	0.09%	50
2024 Q2	$702K	Hold	4,370	–	–	0.09%	46
2024 Q1	$579K	Buy	4,370 +870	+25%	+$108K	0.08%	55
2023 Q4	$391K	Sell	3,500 -720	-17%	-$68.2K	0.06%	60
2023 Q3	$351K	Hold	4,220	–	–	0.06%	64
2023 Q2	$366K	Hold	4,220	–	–	0.08%	63
2023 Q1	$271K	Hold	4,220	–	–	0.08%	71
2022 Q4	$236K	Buy	+4,220	New	+$212K	0.09%	72

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

RW Investment Management's AVGO Position: Q1 2026 in Review

RW Investment Management opened a new position in Broadcom (AVGO) in Q1 2026: 4,517 shares worth $1.4M. The stake represents 0.14% of the portfolio and ranks #35 among its holdings. This is a return to the name: RW Investment Management previously reported a position in AVGO as recently as Q3 2025.

RW Investment Management first reported a position in AVGO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.74M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

RW Investment Management held 4,517 shares of Broadcom worth $1.4M as of Q1 2026.
Broadcom was a new RW Investment Management position in Q1 2026.
Broadcom made up 0.14% of RW Investment Management's portfolio in Q1 2026, its #35 holding.
RW Investment Management first reported a position in Broadcom in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Broadcom position peaked at $1.74M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.