Wealth Quarterback’s Broadcom AVGO Stock Holding History

Wealth Quarterback’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	$463K	Sell	1,497 -31	-2%	-$10.2K	0.18%	91
2025 Q4	$529K	Buy	1,528 +3	+0.2%	+$1.07K	0.19%	82
2025 Q3	$503K	Sell	1,525 -413	-21%	-$127K	0.19%	87
2025 Q2	$534K	Buy	1,938 +104	+6%	+$22.6K	0.25%	80
2025 Q1	$307K	Buy	1,834 +6	+0.3%	+$1.27K	0.17%	97
2024 Q4	$424K	Sell	1,828 -2,542	-58%	-$470K	0.2%	77
2024 Q3	$754K	Buy	4,370 +330	+8%	+$52.9K	0.39%	56
2024 Q2	$649K	Buy	4,040 +2,520	+166%	+$353K	0.37%	58
2024 Q1	$202K	Buy	+1,520	New	+$188K	0.11%	112
2021 Q3	$60K	Buy	1,230 +20	+2%	+$973	0.04%	208
2021 Q2	$58K	Buy	+1,210	New	+$56.1K	0.04%	220
2020 Q4	–	Sell	-10,490	Closed	-$331K	–	108
2020 Q3	$331K	Hold	10,490	–	–	0.3%	77
2020 Q2	$331K	Buy	10,490 +2,270	+28%	+$63.5K	0.3%	77
2020 Q1	$193K	Sell	8,220 -23,830	-74%	-$671K	0.18%	106
2019 Q4	$211K	Buy	+32,050	New	+$973K	0.18%	103

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

Wealth Quarterback's AVGO Position: Q1 2026 in Review

Wealth Quarterback reduced its Broadcom (AVGO) stake by 2% in Q1 2026, selling an estimated $10.2K and leaving 1,497 shares worth $463K. The position accounts for 0.18% of the portfolio, ranked #91.

Wealth Quarterback first reported a position in AVGO in Q4 2019 and has held it in 15 quarters since. The position peaked at $754K in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Wealth Quarterback held 1,497 shares of Broadcom worth $463K as of Q1 2026.
Wealth Quarterback sold 31 Broadcom shares in Q1 2026, an estimated $10.2K.
Broadcom made up 0.18% of Wealth Quarterback's portfolio in Q1 2026, its #91 holding.
Wealth Quarterback first reported a position in Broadcom in Q4 2019 and has held it in 15 quarters since.
Wealth Quarterback's Broadcom position peaked at $754K in Q3 2024.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.