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Widmann Financial Services’s Broadcom AVGO Stock Holding History

Widmann Financial Services’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 		$207K Buy
670
+25
+4% +$8.23K 0.12% 117
2025
Q4 		$223K Buy
+645
New +$231K 0.14% 107
2022
Q1 		– Sell
-100
Closed -$6K – 107
2021
Q4 		$6K Buy
+100
New +$5.62K ﹤0.01% 333

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

Widmann Financial Services's AVGO Position: Q1 2026 in Review

Widmann Financial Services increased its Broadcom (AVGO) stake by 3.9% in Q1 2026, buying an estimated $8.23K and bringing the position to 670 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #117.

Widmann Financial Services first reported a position in AVGO in Q4 2021 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Widmann Financial Services held 670 shares of Broadcom worth $207K as of Q1 2026.
  • Widmann Financial Services bought 25 Broadcom shares in Q1 2026, an estimated $8.23K.
  • Broadcom made up 0.12% of Widmann Financial Services's portfolio in Q1 2026, its #117 holding.
  • Widmann Financial Services first reported a position in Broadcom in Q4 2021 and has held it in 3 quarters since.
  • Widmann Financial Services's Broadcom position peaked at $223K in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.