WWM
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Western Wealth Management’s Broadcom AVGO Stock Holding History

Western Wealth 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 		$27.4M Buy
88,661
+17,326
+24% +$5.7M 1.04% 14
2025
Q4 		$24.7M Sell
71,335
-596
-0.8% -$213K 1.14% 16
2025
Q3 		$23.7M Sell
71,931
-1,179
-2% -$362K 1.25% 15
2025
Q2 		$20.2M Sell
73,110
-257
-0.4% -$55.8K 1.2% 17
2025
Q1 		$12.3M Sell
73,367
-457
-0.6% -$96.7K 0.81% 23
2024
Q4 		$17.1M Sell
73,824
-22,861
-24% -$4.23M 1.12% 18
2024
Q3 		$16.7M Buy
96,685
+20,275
+27% +$3.25M 0.95% 17
2024
Q2 		$12.3M Buy
76,410
+190
+0.2% +$26.6K 0.91% 22
2024
Q1 		$10.1M Sell
76,220
-28,780
-27% -$3.57M 0.79% 25
2023
Q4 		$11.7M Buy
105,000
+2,070
+2% +$196K 0.84% 20
2023
Q3 		$8.55M Buy
102,930
+140
+0.1% +$12.1K 0.72% 25
2023
Q2 		$8.92M Buy
102,790
+3,540
+4% +$252K 0.76% 22
2023
Q1 		$6.37M Buy
99,250
+4,330
+5% +$261K 0.59% 30
2022
Q4 		$5.31M Sell
94,920
-63,690
-40% -$3.19M 0.54% 37
2022
Q3 		$7.13M Buy
158,610
+7,180
+5% +$367K 0.41% 49
2022
Q2 		$7.39M Sell
151,430
-2,760
-2% -$155K 0.42% 46
2022
Q1 		$9.71M Buy
154,190
+82,220
+114% +$4.88M 0.47% 37
2021
Q4 		$4.79M Buy
+71,970
New +$4.05M 0.47% 41
2021
Q2 		$4.64M Buy
97,210
+35,820
+58% +$1.66M 0.48% 40
2021
Q1 		$2.85M Buy
61,390
+7,820
+15% +$362K 0.38% 58
2020
Q4 		$2.35M Sell
53,570
-5,840
-10% -$228K 0.34% 68
2020
Q3 		$2.17M Buy
59,410
+10,540
+22% +$353K 0.35% 60
2020
Q2 		$1.54M Buy
48,870
+21,900
+81% +$613K 0.28% 85
2020
Q1 		$640K Buy
26,970
+4,840
+22% +$136K 0.15% 154
2019
Q4 		$700K Buy
22,130
+1,030
+5% +$31.3K 0.11% 188
2019
Q3 		$583K Buy
21,100
+3,580
+20% +$102K 0.12% 193
2019
Q2 		$504K Buy
17,520
+750
+4% +$21.9K 0.07% 221
2019
Q1 		$505K Hold
16,770
– – 0.11% 207
2018
Q4 		$429K Buy
+16,770
New +$396K 0.12% 197

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

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

Western Wealth Management increased its Broadcom (AVGO) stake by 24% in Q1 2026, buying an estimated $5.7M and bringing the position to 88,661 shares worth $27.4M. The position accounts for 1.04% of the portfolio, ranked #14.

Western Wealth Management first reported a position in AVGO in Q4 2018 and has held it in 29 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Western Wealth Management held 88,661 shares of Broadcom worth $27.4M as of Q1 2026.
  • Western Wealth Management bought 17,326 Broadcom shares in Q1 2026, an estimated $5.7M.
  • Broadcom made up 1.04% of Western Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Western Wealth Management first reported a position in Broadcom in Q4 2018 and has held it in 29 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.