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Allred Capital Management’s Broadcom AVGO Stock Holding History

Allred Capital 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 		$2.37M Buy
7,658
+1,189
+18% +$391K 0.86% 29
2025
Q4 		$2.24M Sell
6,469
-874
-12% -$313K 0.81% 32
2025
Q3 		$2.42M Sell
7,343
-258
-3% -$79.2K 0.84% 29
2025
Q2 		$2.1M Sell
7,601
-990
-12% -$215K 0.78% 31
2025
Q1 		$1.44M Sell
8,591
-681
-7% -$144K 0.57% 44
2024
Q4 		$2.15M Sell
9,272
-575
-6% -$106K 0.83% 30
2024
Q3 		$1.7M Sell
9,847
-653
-6% -$105K 0.67% 37
2024
Q2 		$1.69M Buy
10,500
+210
+2% +$29.4K 0.65% 34
2024
Q1 		$1.36M Sell
10,290
-110
-1% -$13.6K 0.53% 42
2023
Q4 		$1.16M Sell
10,400
-210
-2% -$19.9K 0.5% 43
2023
Q3 		$881K Buy
10,610
+480
+5% +$41.6K 0.44% 50
2023
Q2 		$878K Sell
10,130
-100
-1% -$7.13K 0.43% 50
2023
Q1 		$656K Buy
10,230
+640
+7% +$38.5K 0.35% 62
2022
Q4 		$536K Sell
9,590
-5,420
-36% -$272K 0.29% 69
2022
Q3 		$666K Buy
15,010
+860
+6% +$43.9K 0.42% 54
2022
Q2 		$687K Sell
14,150
-2,020
-12% -$113K 0.43% 57
2022
Q1 		$1.02M Sell
16,170
-3,050
-16% -$181K 0.54% 48
2021
Q4 		$1.28M Sell
19,220
-1,810
-9% -$102K 0.62% 37
2021
Q3 		$1.02M Sell
21,030
-860
-4% -$41.8K 0.53% 48
2021
Q2 		$1.04M Sell
21,890
-600
-3% -$27.8K 0.52% 52
2021
Q1 		$1.04M Buy
22,490
+540
+2% +$25K 0.47% 52
2020
Q4 		$961K Buy
21,950
+770
+4% +$30K 0.52% 54
2020
Q3 		$771K Buy
21,180
+2,660
+14% +$89.1K 0.47% 63
2020
Q2 		$584K Buy
18,520
+7,320
+65% +$205K 0.37% 72
2020
Q1 		$265K Buy
11,200
+4,280
+62% +$121K 0.21% 112
2019
Q4 		$219K Sell
6,920
-3,390
-33% -$103K 0.12% 143
2019
Q3 		$283K Sell
10,310
-3,390
-25% -$96.4K 0.17% 130
2019
Q2 		$405K Sell
13,700
-40
-0.3% -$1.17K 0.23% 110
2019
Q1 		$417K Sell
13,740
-640
-4% -$17.4K 0.24% 114
2018
Q4 		$365K Buy
+14,380
New +$339K 0.24% 112

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

Allred Capital Management's AVGO Position: Q1 2026 in Review

Allred Capital Management increased its Broadcom (AVGO) stake by 18% in Q1 2026, buying an estimated $391K and bringing the position to 7,658 shares worth $2.37M. The position accounts for 0.86% of the portfolio, ranked #29.

Allred Capital Management first reported a position in AVGO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.42M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Allred Capital Management held 7,658 shares of Broadcom worth $2.37M as of Q1 2026.
  • Allred Capital Management bought 1,189 Broadcom shares in Q1 2026, an estimated $391K.
  • Broadcom made up 0.86% of Allred Capital Management's portfolio in Q1 2026, its #29 holding.
  • Allred Capital Management first reported a position in Broadcom in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Broadcom position peaked at $2.42M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.