Westwood Wealth Management’s Broadcom AVGO Stock Holding History

Westwood 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	$13.8M	Buy	44,715 +44,129	+7,531%	+$14.5M	5.43%	4
2025 Q4	$203K	Sell	586 -39,389	-99%	-$14.1M	0.15%	103
2025 Q3	$13.2M	Sell	39,975 -19,400	-33%	-$5.95M	4.84%	5
2025 Q2	$16.4M	Sell	59,375 -525	-0.9%	-$114K	5.5%	5
2025 Q1	$10M	Buy	59,900 +1,150	+2%	+$243K	4.32%	6
2024 Q4	$13.6M	Sell	58,750 -750	-1%	-$139K	4.92%	5
2024 Q3	$10.3M	Buy	59,500 +4,750	+9%	+$762K	4.02%	7
2024 Q2	$8.79M	Hold	54,750	–	–	3.28%	9
2024 Q1	$7.26M	Buy	54,750 +6,750	+14%	+$836K	3.55%	8
2023 Q4	$5.36M	Buy	48,000 +4,500	+10%	+$426K	4.13%	5
2023 Q3	$3.61M	Buy	+43,500	New	+$3.77M	2.39%	8

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

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

Westwood Wealth Management increased its Broadcom (AVGO) stake by 7,531% in Q1 2026, buying an estimated $14.5M and bringing the position to 44,715 shares worth $13.8M. The position accounts for 5.43% of the portfolio, ranked #4.

Westwood Wealth Management first reported a position in AVGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $16.4M in Q2 2025. 4,668 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Westwood Wealth Management held 44,715 shares of Broadcom worth $13.8M as of Q1 2026.
Westwood Wealth Management bought 44,129 Broadcom shares in Q1 2026, an estimated $14.5M.
Broadcom made up 5.43% of Westwood Wealth Management's portfolio in Q1 2026, its #4 holding.
Westwood Wealth Management first reported a position in Broadcom in Q3 2023 and has held it in 11 quarters since.
Westwood Wealth Management's Broadcom position peaked at $16.4M in Q2 2025.
4,668 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.