WFG
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Wills Financial Group’s Broadcom AVGO Stock Holding History

Wills Financial 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 		$6.9M Sell
16,566
-3,358
-17% -$1.1M 2.6% 13
2025
Q4 		$6.9M Sell
19,924
-1,419
-7% -$507K 2.64% 13
2025
Q3 		$7.04M Sell
21,343
-232
-1% -$71.2K 2.89% 13
2025
Q2 		$5.95M Buy
21,575
+3,680
+21% +$799K 2.58% 14
2025
Q1 		$3M Sell
17,895
-1,669
-9% -$353K 1.33% 29
2024
Q4 		$4.54M Sell
19,564
-738
-4% -$136K 1.96% 19
2024
Q3 		$3.5M Sell
20,302
-168
-0.8% -$26.9K 1.47% 24
2024
Q2 		$3.29M Sell
20,470
-80
-0.4% -$11.2K 1.51% 24
2024
Q1 		$2.72M Sell
20,550
-4,340
-17% -$538K 1.28% 27
2023
Q4 		$2.78M Sell
24,890
-800
-3% -$75.8K 1.4% 25
2023
Q3 		$2.13M Sell
25,690
-660
-3% -$57.2K 1.15% 27
2023
Q2 		$2.29M Sell
26,350
-200
-0.8% -$14.3K 1.16% 26
2023
Q1 		$1.7M Buy
26,550
+180
+0.7% +$10.8K 0.92% 30
2022
Q4 		$1.47M Buy
26,370
+50
+0.2% +$2.51K 0.82% 30
2022
Q3 		$1.17M Buy
26,320
+7,130
+37% +$364K 0.65% 34
2022
Q2 		$932K Buy
19,190
+1,740
+10% +$97.7K 0.46% 39
2022
Q1 		$1.1M Buy
17,450
+1,960
+13% +$116K 0.46% 38
2021
Q4 		$1.03M Buy
15,490
+8,650
+126% +$486K 0.41% 44
2021
Q3 		$331K Buy
6,840
+1,910
+39% +$92.9K 0.15% 56
2021
Q2 		$235K Buy
+4,930
New +$228K 0.1% 63

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

Wills Financial Group's AVGO Position: Q1 2026 in Review

Wills Financial Group reduced its Broadcom (AVGO) stake by 17% in Q1 2026, selling an estimated $1.1M and leaving 16,566 shares worth $6.9M. The position accounts for 2.6% of the portfolio, ranked #13.

Wills Financial Group first reported a position in AVGO in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.04M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Wills Financial Group held 16,566 shares of Broadcom worth $6.9M as of Q1 2026.
  • Wills Financial Group sold 3,358 Broadcom shares in Q1 2026, an estimated $1.1M.
  • Broadcom made up 2.6% of Wills Financial Group's portfolio in Q1 2026, its #13 holding.
  • Wills Financial Group first reported a position in Broadcom in Q2 2021 and has held it in 20 quarters since.
  • Wills Financial Group's Broadcom position peaked at $7.04M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.