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AVGO icon

SMART Wealth’s Broadcom AVGO Stock Holding History

SMART 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 		$782K Sell
2,526
-5,038
-67% -$1.66M 0.23% 109
2025
Q4 		$2.62M Buy
+7,564
New +$2.7M 0.8% 44
2025
Q3 		– Sell
-2,878
Closed -$793K – 147
2025
Q2 		$793K Sell
2,878
-6,999
-71% -$1.52M 0.25% 91
2025
Q1 		$1.65M Sell
9,877
-2,041
-17% -$432K 0.59% 52
2024
Q4 		$2.76M Buy
11,918
+8,078
+210% +$1.49M 0.98% 29
2024
Q3 		$662K Buy
+3,840
New +$616K 0.26% 82

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

SMART Wealth's AVGO Position: Q1 2026 in Review

SMART Wealth reduced its Broadcom (AVGO) stake by 67% in Q1 2026, selling an estimated $1.66M and leaving 2,526 shares worth $782K. The position accounts for 0.23% of the portfolio, ranked #109.

SMART Wealth first reported a position in AVGO in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • SMART Wealth held 2,526 shares of Broadcom worth $782K as of Q1 2026.
  • SMART Wealth sold 5,038 Broadcom shares in Q1 2026, an estimated $1.66M.
  • Broadcom made up 0.23% of SMART Wealth's portfolio in Q1 2026, its #109 holding.
  • SMART Wealth first reported a position in Broadcom in Q3 2024 and has held it in 6 quarters since.
  • SMART Wealth's Broadcom position peaked at $2.76M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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