Alpha Family Trust’s Broadcom AVGO Stock Holding History

Alpha Family Trust’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	$7.8M	Sell	25,200 -1,350	-5%	-$444K	3.79%	6
2025 Q4	$9.19M	Hold	26,550	–	–	4.19%	6
2025 Q3	$8.76M	Hold	26,550	–	–	4.11%	6
2025 Q2	$7.32M	Hold	26,550	–	–	3.62%	7
2025 Q1	$4.45M	Hold	26,550	–	–	2.59%	9
2024 Q4	$6.16M	Hold	26,550	–	–	3.46%	9
2024 Q3	$4.58M	Hold	26,550	–	–	2.56%	11
2024 Q2	$4.26M	Hold	26,550	–	–	2.5%	11
2024 Q1	$3.52M	Hold	26,550	–	–	2.13%	11
2023 Q4	$2.96M	Buy	26,550 +2,400	+10%	+$227K	2%	12
2023 Q3	$2.01M	Hold	24,150	–	–	1.53%	12
2023 Q2	$2.09M	Hold	24,150	–	–	1.46%	12
2023 Q1	$1.55M	Hold	24,150	–	–	1.23%	12
2022 Q4	$1.35M	Buy	+24,150	New	+$1.21M	1.22%	12
2022 Q3	–	Sell	-6,100	Closed	-$296K	–	48
2022 Q2	$296K	Buy	+6,100	New	+$342K	0.19%	36

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

Alpha Family Trust's AVGO Position: Q1 2026 in Review

Alpha Family Trust reduced its Broadcom (AVGO) stake by 5.1% in Q1 2026, selling an estimated $444K and leaving 25,200 shares worth $7.8M. The position accounts for 3.79% of the portfolio, ranked #6.

Alpha Family Trust first reported a position in AVGO in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.19M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Alpha Family Trust held 25,200 shares of Broadcom worth $7.8M as of Q1 2026.
Alpha Family Trust sold 1,350 Broadcom shares in Q1 2026, an estimated $444K.
Broadcom made up 3.79% of Alpha Family Trust's portfolio in Q1 2026, its #6 holding.
Alpha Family Trust first reported a position in Broadcom in Q2 2022 and has held it in 15 quarters since.
Alpha Family Trust's Broadcom position peaked at $9.19M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.