Summit Wealth Group’s Broadcom AVGO Stock Holding History

Summit Wealth 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	$475K	Sell	1,534 -40	-3%	-$13.2K	0.11%	80
2025 Q4	$545K	Buy	1,574 +296	+23%	+$106K	0.13%	67
2025 Q3	$422K	Buy	1,278 +4	+0.3%	+$1.23K	0.1%	76
2025 Q2	$351K	Sell	1,274 -264	-17%	-$57.3K	0.09%	79
2025 Q1	$258K	Sell	1,538 -67	-4%	-$14.2K	0.08%	87
2024 Q4	$372K	Sell	1,605 -235	-13%	-$43.5K	0.11%	61
2024 Q3	$317K	Hold	1,840	–	–	0.09%	73
2024 Q2	$295K	Buy	1,840 +40	+2%	+$5.61K	0.09%	68
2024 Q1	$239K	Hold	1,800	–	–	0.16%	42
2023 Q4	$201K	Buy	+1,800	New	+$170K	0.16%	42
2023 Q2	–	Sell	-1,154,770	Closed	–	–	92
2023 Q1	$0	Buy	+1,154,770	New	+$69.5M	﹤0.01%	161
2021 Q3	–	Sell	-2,280	Closed	-$109K	–	57
2021 Q2	$109K	Hold	2,280	–	–	0.16%	39
2021 Q1	$106K	Buy	+2,280	New	+$105K	0.17%	32

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

Summit Wealth Group's AVGO Position: Q1 2026 in Review

Summit Wealth Group reduced its Broadcom (AVGO) stake by 2.5% in Q1 2026, selling an estimated $13.2K and leaving 1,534 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #80.

Summit Wealth Group first reported a position in AVGO in Q1 2021 and has held it in 13 quarters since. The position peaked at $545K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Summit Wealth Group held 1,534 shares of Broadcom worth $475K as of Q1 2026.
Summit Wealth Group sold 40 Broadcom shares in Q1 2026, an estimated $13.2K.
Broadcom made up 0.11% of Summit Wealth Group's portfolio in Q1 2026, its #80 holding.
Summit Wealth Group first reported a position in Broadcom in Q1 2021 and has held it in 13 quarters since.
Summit Wealth Group's Broadcom position peaked at $545K in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.