Summit Wealth & Retirement Planning’s Broadcom AVGO Stock Holding History

Summit Wealth & Retirement Planning’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	$1.95M	Sell	6,303 -61	-1%	-$20.1K	0.47%	30
2025 Q4	$2.2M	Sell	6,364 -14	-0.2%	-$5.01K	0.52%	27
2025 Q3	$2.1M	Hold	6,378	–	–	0.52%	26
2025 Q2	$1.76M	Buy	6,378 +3,568	+127%	+$775K	0.47%	29
2025 Q1	$470K	Buy	2,810 +680	+32%	+$144K	0.14%	47
2024 Q4	$494K	Buy	+2,130	New	+$394K	0.15%	42
2023 Q2	–	Sell	-6,300	Closed	-$404K	–	61
2023 Q1	$404K	Sell	6,300 -3,420	-35%	-$206K	0.15%	62
2022 Q4	$543K	Buy	+9,720	New	+$487K	0.22%	58

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 & Retirement Planning's AVGO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Broadcom (AVGO) stake by 0.96% in Q1 2026, selling an estimated $20.1K and leaving 6,303 shares worth $1.95M. The position accounts for 0.47% of the portfolio, ranked #30.

Summit Wealth & Retirement Planning first reported a position in AVGO in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Summit Wealth & Retirement Planning held 6,303 shares of Broadcom worth $1.95M as of Q1 2026.
Summit Wealth & Retirement Planning sold 61 Broadcom shares in Q1 2026, an estimated $20.1K.
Broadcom made up 0.47% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #30 holding.
Summit Wealth & Retirement Planning first reported a position in Broadcom in Q4 2022 and has held it in 8 quarters since.
Summit Wealth & Retirement Planning's Broadcom position peaked at $2.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.