WLG
AVGO icon

Williamson Legacy Group’s Broadcom AVGO Stock Holding History

Williamson Legacy 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 		– Sell
-7,895
Closed -$2.73M – 84
2025
Q4 		$2.73M Sell
7,895
-297
-4% -$106K 2.14% 8
2025
Q3 		$2.7M Buy
8,192
+150
+2% +$46K 2.09% 6
2025
Q2 		$2.22M Buy
8,042
+224
+3% +$48.6K 1.87% 8
2025
Q1 		$1.31M Sell
7,818
-1,143
-13% -$242K 1.24% 28
2024
Q4 		$2.08M Sell
8,961
-7,794
-47% -$1.44M 1.38% 9
2024
Q3 		$2.89M Buy
16,755
+1,125
+7% +$180K 1.93% 3
2024
Q2 		$2.51M Buy
15,630
+2,740
+21% +$384K 1.87% 6
2024
Q1 		$1.71M Sell
12,890
-70
-0.5% -$8.67K 1.32% 21
2023
Q4 		$1.45M Buy
+12,960
New +$1.23M 1.34% 23

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

Williamson Legacy Group's AVGO Position: Q1 2026 in Review

Williamson Legacy Group sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 7,895 shares — an estimated $2.73M sold.

Williamson Legacy Group first reported a position in AVGO in Q4 2023 and held it in 9 quarters. The position peaked at $2.89M in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Williamson Legacy Group reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 7,895 Broadcom shares in Q1 2026, an estimated $2.73M.
  • Williamson Legacy Group first reported a position in Broadcom in Q4 2023 and held it in 9 quarters.
  • Williamson Legacy Group's Broadcom position peaked at $2.89M in Q3 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.