Compass Wealth Management LLC / AVGO
Compass Wealth Management LLC’s Broadcom Inc Position
Does Compass Wealth Management LLC own Broadcom Inc (AVGO)? Yes — 82.3K shares worth $25M (+6.30% of its 13F portfolio) as of Q1 2026, down from 90.5K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
82.3K
% of Portfolio
+6.30%
Quarters Held
14
currently held
Position History AVGO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 82.3K | $25M | +6.30% |
| Q4 2025 | 90.5K | $31M | +7.81% |
| Q3 2025 | 96.5K | $32M | +7.11% |
| Q2 2025 | 110.8K | $31M | +7.27% |
| Q1 2025 | 112.6K | $19M | +4.81% |
| Q4 2024 | 128.1K | $30M | +7.15% |
| Q3 2024 | 130.0K | $22M | +5.28% |
| Q2 2024 | 13.9K | $22M | +5.52% |
| Q1 2024 | 14.2K | $19M | +4.70% |
| Q4 2023 | 15.3K | $17M | +4.76% |
| Q3 2023 | 14.8K | $12M | +3.86% |
| Q2 2023 | 16.2K | $14M | +4.23% |
| Q1 2023 | 16.4K | $11M | +3.35% |
| Q4 2022 | 17.7K | $10M | +3.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Wealth Management LLC’s full portfolio or all institutional holders of AVGO.