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Wealth Management Associates’s Broadcom AVGO Stock Holding History

Wealth Management Associates’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 		$3.36M Buy
10,845
+467
+4% +$154K 1.16% 20
2025
Q4 		$3.59M Sell
10,378
-525
-5% -$188K 1.25% 19
2025
Q3 		$3.6M Buy
10,903
+536
+5% +$164K 1.28% 16
2025
Q2 		$2.86M Buy
10,367
+50
+0.5% +$10.9K 1.11% 20
2025
Q1 		$1.73M Sell
10,317
-573
-5% -$121K 0.74% 30
2024
Q4 		$2.52M Sell
10,890
-458
-4% -$84.7K 1.08% 23
2024
Q3 		$1.96M Sell
11,348
-12
-0.1% -$1.92K 0.86% 26
2024
Q2 		$1.82M Hold
11,360
– – 0.86% 27
2024
Q1 		$1.82M Sell
11,360
-690
-6% -$85.5K 0.86% 27
2023
Q4 		$1.35M Sell
12,050
-1,200
-9% -$114K 0.71% 34
2023
Q3 		$1.1M Buy
13,250
+180
+1% +$15.6K 0.64% 38
2023
Q2 		$1.13M Sell
13,070
-2,420
-16% -$173K 0.64% 36
2023
Q1 		$994K Sell
15,490
-20
-0.1% -$1.2K 0.61% 40
2022
Q4 		$867K Sell
15,510
-2,000
-11% -$100K 0.58% 42
2022
Q3 		$777K Buy
17,510
+2,210
+14% +$113K 0.55% 42
2022
Q2 		$743K Sell
15,300
-500
-3% -$28.1K 0.51% 41
2022
Q1 		$995K Sell
15,800
-3,300
-17% -$196K 0.56% 40
2021
Q4 		$1.27M Hold
19,100
– – 0.68% 32
2021
Q3 		$926K Hold
19,100
– – 0.54% 41
2021
Q2 		$911K Buy
19,100
+5,360
+39% +$248K 0.52% 43
2021
Q1 		$637K Sell
13,740
-150
-1% -$6.94K 0.4% 62
2020
Q4 		$608K Buy
13,890
+40
+0.3% +$1.56K 0.4% 59
2020
Q3 		$505K Sell
13,850
-690
-5% -$23.1K 0.39% 59
2020
Q2 		$459K Hold
14,540
– – 0.39% 61
2020
Q1 		$345K Buy
14,540
+1,190
+9% +$33.5K 0.35% 72
2019
Q4 		$422K Hold
13,350
– – 0.3% 82
2019
Q3 		$369K Buy
+13,350
New +$380K 0.3% 81

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

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

Wealth Management Associates increased its Broadcom (AVGO) stake by 4.5% in Q1 2026, buying an estimated $154K and bringing the position to 10,845 shares worth $3.36M. The position accounts for 1.16% of the portfolio, ranked #20.

Wealth Management Associates first reported a position in AVGO in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.6M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Wealth Management Associates held 10,845 shares of Broadcom worth $3.36M as of Q1 2026.
  • Wealth Management Associates bought 467 Broadcom shares in Q1 2026, an estimated $154K.
  • Broadcom made up 1.16% of Wealth Management Associates's portfolio in Q1 2026, its #20 holding.
  • Wealth Management Associates first reported a position in Broadcom in Q3 2019 and has held it in 27 quarters since.
  • Wealth Management Associates's Broadcom position peaked at $3.6M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.