ABLE Financial Group’s Broadcom AVGO Stock Holding History

ABLE 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	$3.43M	Sell	11,085 -7	-0.1%	-$2.3K	0.67%	38
2025 Q4	$3.84M	Sell	11,092 -106	-0.9%	-$37.9K	0.78%	29
2025 Q3	$3.69M	Buy	11,198 +128	+1%	+$39.3K	0.8%	30
2025 Q2	$3.05M	Sell	11,070 -424	-4%	-$92.1K	0.74%	34
2025 Q1	$1.92M	Buy	11,494 +85	+0.7%	+$18K	0.54%	40
2024 Q4	$2.65M	Sell	11,409 -95	-0.8%	-$17.6K	0.78%	34
2024 Q3	$1.98M	Buy	11,504 +324	+3%	+$51.9K	0.61%	35
2024 Q2	$1.79M	Buy	11,180 +280	+3%	+$39.2K	0.65%	33
2024 Q1	$1.44M	Buy	10,900 +440	+4%	+$54.5K	0.57%	36
2023 Q4	$1.17M	Buy	10,460 +1,520	+17%	+$144K	0.5%	39
2023 Q3	$743K	Sell	8,940 -930	-9%	-$80.6K	0.37%	55
2023 Q2	$856K	Buy	9,870 +2,550	+35%	+$182K	0.44%	48
2023 Q1	$470K	Buy	+7,320	New	+$440K	0.31%	70

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ABLE Financial Group reduced its Broadcom (AVGO) stake by 0.06% in Q1 2026, selling an estimated $2.3K and leaving 11,085 shares worth $3.43M. The position accounts for 0.67% of the portfolio, ranked #38.

ABLE Financial Group first reported a position in AVGO in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.84M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

ABLE Financial Group held 11,085 shares of Broadcom worth $3.43M as of Q1 2026.
ABLE Financial Group sold 7 Broadcom shares in Q1 2026, an estimated $2.3K.
Broadcom made up 0.67% of ABLE Financial Group's portfolio in Q1 2026, its #38 holding.
ABLE Financial Group first reported a position in Broadcom in Q1 2023 and has held it in 13 quarters since.
ABLE Financial Group's Broadcom position peaked at $3.84M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.