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Whalen Wealth Management’s Broadcom AVGO Stock Holding History

Whalen 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 		$3.29M Buy
10,631
+1,999
+23% +$658K 1.76% 13
2025
Q4 		$2.99M Buy
8,632
+1,092
+14% +$391K 1.6% 13
2025
Q3 		$2.49M Buy
7,540
+4,534
+151% +$1.39M 1.45% 14
2025
Q2 		$829K Buy
3,006
+847
+39% +$184K 0.52% 56
2025
Q1 		$362K Buy
2,159
+832
+63% +$176K 0.24% 96
2024
Q4 		$308K Sell
1,327
-4,451
-77% -$823K 0.21% 93
2024
Q3 		$997K Buy
+5,778
New +$926K 0.7% 31

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

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

Whalen Wealth Management increased its Broadcom (AVGO) stake by 23% in Q1 2026, buying an estimated $658K and bringing the position to 10,631 shares worth $3.29M. The position accounts for 1.76% of the portfolio, ranked #13.

Whalen Wealth Management first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Whalen Wealth Management held 10,631 shares of Broadcom worth $3.29M as of Q1 2026.
  • Whalen Wealth Management bought 1,999 Broadcom shares in Q1 2026, an estimated $658K.
  • Broadcom made up 1.76% of Whalen Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Whalen Wealth Management first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.