Strategic Wealth Investment Group’s Broadcom AVGO Stock Holding History

Strategic Wealth Investment 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	$21.8M	Buy	70,485 +96	+0.1%	+$31.6K	2.77%	9
2025 Q4	$24.4M	Sell	70,389 -31,699	-31%	-$11.3M	2.99%	8
2025 Q3	$33.7M	Buy	102,088 +94,636	+1,270%	+$29M	2.83%	9
2025 Q2	$2.05M	Buy	7,452 +426	+6%	+$92.5K	2.97%	9
2025 Q1	$1.18M	Sell	7,026 -101,532	-94%	-$21.5M	2.05%	20
2024 Q4	$25.2M	Buy	108,558 +609	+0.6%	+$113K	2.78%	12
2024 Q3	$18.1M	Buy	107,949 +106,509	+7,396%	+$17.1M	1.94%	14
2024 Q2	$236K	Buy	+1,440	New	+$202K	0.03%	124
2023 Q4	$382K	Buy	3,420 +120	+4%	+$11.4K	0.06%	92
2023 Q3	$274K	Sell	3,300 -790	-19%	-$68.5K	0.05%	89
2023 Q2	$355K	Buy	4,090 +490	+14%	+$34.9K	0.06%	96
2023 Q1	$231K	Sell	3,600 -1,400	-28%	-$84.2K	0.04%	119
2022 Q4	$287K	Buy	+5,000	New	+$251K	0.07%	98
2022 Q2	–	Sell	-3,310	Closed	-$208K	–	137
2022 Q1	$208K	Buy	3,310 +240	+8%	+$14.3K	0.05%	94
2021 Q4	$204K	Buy	+3,070	New	+$173K	0.05%	80

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

Strategic Wealth Investment Group's AVGO Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Broadcom (AVGO) stake by 0.14% in Q1 2026, buying an estimated $31.6K and bringing the position to 70,485 shares worth $21.8M. The position accounts for 2.77% of the portfolio, ranked #9.

Strategic Wealth Investment Group first reported a position in AVGO in Q4 2021 and has held it in 15 quarters since. The position peaked at $33.7M in Q3 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Strategic Wealth Investment Group held 70,485 shares of Broadcom worth $21.8M as of Q1 2026.
Strategic Wealth Investment Group bought 96 Broadcom shares in Q1 2026, an estimated $31.6K.
Broadcom made up 2.77% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #9 holding.
Strategic Wealth Investment Group first reported a position in Broadcom in Q4 2021 and has held it in 15 quarters since.
Strategic Wealth Investment Group's Broadcom position peaked at $33.7M in Q3 2025.
4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.