SEC 13F Intelligence

Peterson Wealth Services / AVGO

Peterson Wealth Services’s Broadcom Inc Position

Does Peterson Wealth Services own Broadcom Inc (AVGO)? Yes41.3K shares worth $13M (+3.16% of its 13F portfolio) as of Q1 2026, up from 41.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
41.3K
% of Portfolio
+3.16%
Quarters Held
18
currently held

Position History AVGO

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $11MQ3 ’24: $10MQ4 ’24: $13MQ4 ’24Q1 ’25: $7MQ2 ’25: $12MQ3 ’25: $14MQ3 ’25Q4 ’25: $14MQ1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.3K$13M+3.16%
Q4 202541.2K$14M+3.64%
Q3 202513.7K$14M+3.48%
Q2 202543.4K$12M+3.28%
Q1 202543.0K$7M+2.23%
Q4 202456.1K$13M+3.90%
Q3 202455.8K$10M+3.07%
Q2 20246.7K$11M+3.79%
Q1 20246.7K$9M+3.23%
Q4 20237.5K$8M+3.57%
Q3 20237.2K$6M+4.44%
Q2 20237.0K$6M+2.90%
Q1 20237.0K$4M+2.31%
Q4 20226.0K$3M+1.93%
Q3 20226.2K$3M+1.95%
Q2 20225.5K$3M+1.93%
Q1 20225.2K$3M+2.02%
Q4 20214.5K$3M+2.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of AVGO.