Weatherly Asset Management’s Broadcom AVGO Stock Holding History

Weatherly Asset 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	$5.02M	Buy	16,220 +624	+4%	+$205K	0.41%	46
2025 Q4	$5.4M	Buy	15,596 +1,332	+9%	+$476K	0.42%	45
2025 Q3	$4.71M	Buy	14,264 +4,345	+44%	+$1.33M	0.39%	48
2025 Q2	$2.73M	Buy	9,919 +410	+4%	+$89K	0.23%	68
2025 Q1	$1.59M	Buy	9,509 +460	+5%	+$97.4K	0.14%	81
2024 Q4	$2.1M	Buy	9,049 +5,190	+134%	+$960K	0.19%	76
2024 Q3	$666K	Sell	3,859 -1	-0%	-$160	0.06%	122
2024 Q2	$620K	Buy	3,860 +30	+0.8%	+$4.2K	0.06%	122
2024 Q1	$507K	Sell	3,830 -100	-3%	-$12.4K	0.05%	127
2023 Q4	$439K	Buy	3,930 +540	+16%	+$51.1K	0.05%	130
2023 Q3	$281K	Hold	3,390	–	–	0.03%	154
2023 Q2	$294K	Buy	+3,390	New	+$242K	0.03%	155

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

Weatherly Asset Management's AVGO Position: Q1 2026 in Review

Weatherly Asset Management increased its Broadcom (AVGO) stake by 4% in Q1 2026, buying an estimated $205K and bringing the position to 16,220 shares worth $5.02M. The position accounts for 0.41% of the portfolio, ranked #46.

Weatherly Asset Management first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.4M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Weatherly Asset Management held 16,220 shares of Broadcom worth $5.02M as of Q1 2026.
Weatherly Asset Management bought 624 Broadcom shares in Q1 2026, an estimated $205K.
Broadcom made up 0.41% of Weatherly Asset Management's portfolio in Q1 2026, its #46 holding.
Weatherly Asset Management first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
Weatherly Asset Management's Broadcom position peaked at $5.4M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.