SWM
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Stockman Wealth Management’s Broadcom AVGO Stock Holding History

Stockman Wealth 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 		$446K Sell
1,440
-77
-5% -$25.3K 0.05% 113
2025
Q4 		$525K Sell
1,517
-31
-2% -$11.1K 0.06% 106
2025
Q3 		$511K Sell
1,548
-27
-2% -$8.28K 0.06% 107
2025
Q2 		$434K Sell
1,575
-14
-0.9% -$3.04K 0.06% 112
2025
Q1 		$266K Buy
1,589
+15
+1% +$3.17K 0.04% 143
2024
Q4 		$365K Buy
1,574
+44
+3% +$8.14K 0.06% 124
2024
Q3 		$264K Sell
1,530
-1,940
-56% -$311K 0.04% 152
2024
Q2 		$557K Sell
3,470
-30
-0.9% -$4.2K 0.1% 94
2024
Q1 		$464K Buy
3,500
+320
+10% +$39.6K 0.08% 111
2023
Q4 		$355K Sell
3,180
-300
-9% -$28.4K 0.07% 123
2023
Q3 		$289K Buy
3,480
+300
+9% +$26K 0.06% 138
2023
Q2 		$276K Sell
3,180
-30
-0.9% -$2.14K 0.06% 151
2023
Q1 		$206K Buy
+3,210
New +$193K 0.05% 187
2022
Q1 		– Sell
-4,320
Closed -$287K – 198
2021
Q4 		$287K Buy
+4,320
New +$243K 0.06% 165

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

Stockman Wealth Management's AVGO Position: Q1 2026 in Review

Stockman Wealth Management reduced its Broadcom (AVGO) stake by 5.1% in Q1 2026, selling an estimated $25.3K and leaving 1,440 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #113.

Stockman Wealth Management first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $557K in Q2 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Stockman Wealth Management held 1,440 shares of Broadcom worth $446K as of Q1 2026.
  • Stockman Wealth Management sold 77 Broadcom shares in Q1 2026, an estimated $25.3K.
  • Broadcom made up 0.05% of Stockman Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Stockman Wealth Management first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • Stockman Wealth Management's Broadcom position peaked at $557K in Q2 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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