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WNY Asset Management’s Broadcom AVGO Stock Holding History

WNY Asset 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 		$658K Buy
+2,031
New +$668K 0.07% 129
2025
Q3 		$602K Sell
1,823
-332
-15% -$102K 0.06% 129
2025
Q2 		$594K Buy
2,155
+102
+5% +$22.1K 0.07% 126
2025
Q1 		$344K Buy
2,053
+542
+36% +$115K 0.04% 172
2024
Q4 		$350K Sell
1,511
-279
-16% -$51.6K 0.04% 155
2024
Q3 		$309K Sell
1,790
-890
-33% -$143K 0.04% 182
2024
Q2 		$430K Sell
2,680
-470
-15% -$65.9K 0.06% 155
2024
Q1 		$417K Buy
3,150
+160
+5% +$19.8K 0.06% 160
2023
Q4 		$334K Buy
2,990
+410
+16% +$38.8K 0.06% 177
2023
Q3 		$214K Sell
2,580
-250
-9% -$21.7K 0.04% 193
2023
Q2 		$245K Buy
+2,830
New +$202K 0.05% 169

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

WNY Asset Management's AVGO Position: Q1 2026 in Review

WNY Asset Management opened a new position in Broadcom (AVGO) in Q1 2026: 2,031 shares worth $658K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in AVGO as recently as Q3 2025.

WNY Asset Management first reported a position in AVGO in Q2 2023 and has held it in 11 quarters since. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • WNY Asset Management held 2,031 shares of Broadcom worth $658K as of Q1 2026.
  • Broadcom was a new WNY Asset Management position in Q1 2026.
  • Broadcom made up 0.07% of WNY Asset Management's portfolio in Q1 2026, its #129 holding.
  • WNY Asset Management first reported a position in Broadcom in Q2 2023 and has held it in 11 quarters since.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.