WealthBridge Capital Management’s Broadcom AVGO Stock Holding History

WealthBridge Capital Management’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	$1.59M	Buy	5,149 +299	+6%	+$98.4K	0.37%	60
2025 Q4	$1.68M	Buy	4,850 +281	+6%	+$100K	0.38%	53
2025 Q3	$1.51M	Buy	4,569 +109	+2%	+$33.4K	0.35%	60
2025 Q2	$1.23M	Sell	4,460 -166	-4%	-$36K	0.31%	64
2025 Q1	$774K	Buy	4,626 +302	+7%	+$63.9K	0.22%	82
2024 Q4	$1M	Buy	4,324 +523	+14%	+$96.7K	0.28%	67
2024 Q3	$656K	Buy	3,801 +301	+9%	+$48.3K	0.19%	93
2024 Q2	$562K	Sell	3,500 -80	-2%	-$11.2K	0.19%	89
2024 Q1	$475K	Sell	3,580 -240	-6%	-$29.7K	0.16%	99
2023 Q4	$426K	Buy	3,820 +180	+5%	+$17K	0.16%	99
2023 Q3	$303K	Sell	3,640 -5,750	-61%	-$498K	0.12%	119
2023 Q2	$815K	Buy	+9,390	New	+$670K	0.33%	64
2019 Q2	–	Sell	-1,520	Closed	-$46K	–	162
2019 Q1	$46K	Sell	1,520 -20	-1%	-$542	0.03%	302
2018 Q4	$39K	Buy	+1,540	New	+$36.3K	0.03%	283

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

WealthBridge Capital Management's AVGO Position: Q1 2026 in Review

WealthBridge Capital Management increased its Broadcom (AVGO) stake by 6.2% in Q1 2026, buying an estimated $98.4K and bringing the position to 5,149 shares worth $1.59M. The position accounts for 0.37% of the portfolio, ranked #60.

WealthBridge Capital Management first reported a position in AVGO in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

WealthBridge Capital Management held 5,149 shares of Broadcom worth $1.59M as of Q1 2026.
WealthBridge Capital Management bought 299 Broadcom shares in Q1 2026, an estimated $98.4K.
Broadcom made up 0.37% of WealthBridge Capital Management's portfolio in Q1 2026, its #60 holding.
WealthBridge Capital Management first reported a position in Broadcom in Q4 2018 and has held it in 14 quarters since.
WealthBridge Capital Management's Broadcom position peaked at $1.68M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.