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Signature Wealth Management Group’s Broadcom AVGO Stock Holding History

Signature Wealth Management Group’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 		– Sell
-601
Closed -$208K – 131
2025
Q4 		$208K Buy
+601
New +$215K 0.08% 105
2020
Q3 		– Sell
-28,460
Closed -$898K – 71
2020
Q2 		$898K Buy
28,460
+1,130
+4% +$31.6K 0.69% 42
2020
Q1 		$648K Buy
27,330
+3,900
+17% +$110K 0.57% 52
2019
Q4 		$740K Buy
23,430
+460
+2% +$14K 0.47% 56
2019
Q3 		$634K Sell
22,970
-740
-3% -$21K 0.42% 56
2019
Q2 		$670K Sell
23,710
-290
-1% -$8.45K 0.45% 54
2019
Q1 		$722K Buy
24,000
+110
+0.5% +$2.98K 0.51% 44
2018
Q4 		$607K Buy
23,890
+440
+2% +$10.4K 0.47% 45
2018
Q3 		$496K Buy
23,450
+5,430
+30% +$122K 0.37% 59
2018
Q2 		$437K Buy
18,020
+1,240
+7% +$30.4K 0.32% 57
2018
Q1 		$395K Buy
16,780
+870
+5% +$21.9K 0.3% 60
2017
Q4 		$409K Buy
+15,910
New +$414K 0.3% 51

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Signature Wealth Management Group's AVGO Position: Q1 2026 in Review

Signature Wealth Management Group sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 601 shares — an estimated $208K sold.

Signature Wealth Management Group first reported a position in AVGO in Q4 2017 and held it in 12 quarters. The position peaked at $898K in Q2 2020. 4,687 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Signature Wealth Management Group reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Signature Wealth Management Group sold 601 Broadcom shares in Q1 2026, an estimated $208K.
  • Signature Wealth Management Group first reported a position in Broadcom in Q4 2017 and held it in 12 quarters.
  • Signature Wealth Management Group's Broadcom position peaked at $898K in Q2 2020.
  • 4,687 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.