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Alexis Investment Partners’s Broadcom AVGO Stock Holding History

Alexis Investment Partners’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 		– Sell
-72
Closed -$24.9K – 44
2025
Q4 		$24.9K Hold
72
– – 0.01% 62
2025
Q3 		$23.8K Buy
+72
New +$22.1K ﹤0.01% 60

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Alexis Investment Partners's AVGO Position: Q1 2026 in Review

Alexis Investment Partners sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 72 shares — an estimated $24.9K sold.

Alexis Investment Partners first reported a position in AVGO in Q3 2025 and held it in 2 quarters. The position peaked at $24.9K in Q4 2025. 4,675 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Alexis Investment Partners reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 72 Broadcom shares in Q1 2026, an estimated $24.9K.
  • Alexis Investment Partners first reported a position in Broadcom in Q3 2025 and held it in 2 quarters.
  • Alexis Investment Partners's Broadcom position peaked at $24.9K in Q4 2025.
  • 4,675 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.