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West Wealth Group’s Broadcom AVGO Stock Holding History

West Wealth Group’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 		$3.87M Buy
12,491
+193
+2% +$63.5K 0.76% 21
2025
Q4 		$4.26M Buy
12,298
+381
+3% +$136K 0.88% 22
2025
Q3 		$4.19M Buy
11,917
+276
+2% +$84.7K 0.94% 22
2025
Q2 		$3.51M Buy
11,641
+132
+1% +$28.7K 0.87% 21
2025
Q1 		$1.94M Buy
11,509
+276
+2% +$58.4K 0.57% 26
2024
Q4 		$2.6M Buy
11,233
+1,554
+16% +$287K 0.78% 22
2024
Q3 		$1.67M Buy
9,679
+419
+5% +$67.2K 0.54% 24
2024
Q2 		$1.49M Buy
9,260
+50
+0.5% +$7.01K 0.53% 26
2024
Q1 		$1.22M Buy
9,210
+30
+0.3% +$3.72K 0.45% 30
2023
Q4 		$1.02M Sell
9,180
-10
-0.1% -$947 0.4% 27
2023
Q3 		$763K Sell
9,190
-140
-2% -$12.1K 0.33% 31
2023
Q2 		$809K Buy
9,330
+30
+0.3% +$2.14K 0.34% 26
2023
Q1 		$597K Buy
9,300
+50
+0.5% +$3.01K 0.28% 26
2022
Q4 		$517K Sell
9,250
-60
-0.6% -$3.01K 0.26% 31
2022
Q3 		$413K Sell
9,310
-170
-2% -$8.69K 0.21% 37
2022
Q2 		$460K Buy
9,480
+5,910
+166% +$332K 0.21% 34
2022
Q1 		$225K Sell
3,570
-10
-0.3% -$594 0.09% 56
2021
Q4 		$238K Buy
+3,580
New +$201K 0.09% 54

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

West Wealth Group's AVGO Position: Q1 2026 in Review

West Wealth Group increased its Broadcom (AVGO) stake by 1.6% in Q1 2026, buying an estimated $63.5K and bringing the position to 12,491 shares worth $3.87M. The position accounts for 0.76% of the portfolio, ranked #21.

West Wealth Group first reported a position in AVGO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.26M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • West Wealth Group held 12,491 shares of Broadcom worth $3.87M as of Q1 2026.
  • West Wealth Group bought 193 Broadcom shares in Q1 2026, an estimated $63.5K.
  • Broadcom made up 0.76% of West Wealth Group's portfolio in Q1 2026, its #21 holding.
  • West Wealth Group first reported a position in Broadcom in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's Broadcom position peaked at $4.26M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.