AT
AVGO icon

American Trust’s Broadcom AVGO Stock Holding History

American 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 		$2.74M Sell
8,857
-1,553
-15% -$511K 0.24% 57
2025
Q4 		$3.6M Buy
10,410
+228
+2% +$81.5K 0.3% 53
2025
Q3 		$3.36M Buy
10,182
+579
+6% +$178K 0.28% 61
2025
Q2 		$2.65M Buy
9,603
+4,023
+72% +$874K 0.25% 67
2025
Q1 		$934K Buy
5,580
+1,400
+33% +$296K 0.23% 70
2024
Q4 		$969K Sell
4,180
-60
-1% -$11.1K 0.07% 128
2024
Q3 		$731K Sell
4,240
-160
-4% -$25.7K 0.06% 115
2024
Q2 		$706K Sell
4,400
-550
-11% -$77.1K 0.06% 105
2024
Q1 		$656K Buy
4,950
+440
+10% +$54.5K 0.05% 123
2023
Q4 		$503K Buy
4,510
+100
+2% +$9.47K 0.04% 141
2023
Q3 		$366K Sell
4,410
-740
-14% -$64.1K 0.03% 185
2023
Q2 		$447K Sell
5,150
-1,130
-18% -$80.6K 0.03% 235
2023
Q1 		$403K Buy
6,280
+230
+4% +$13.8K 0.03% 245
2022
Q4 		$338K Buy
+6,050
New +$303K 0.03% 285
2022
Q3 		– Sell
-4,150
Closed -$202K – 420
2022
Q2 		$202K Sell
4,150
-150
-3% -$8.42K 0.02% 417
2022
Q1 		$271K Buy
+4,300
New +$255K 0.02% 371

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

American Trust's AVGO Position: Q1 2026 in Review

American Trust reduced its Broadcom (AVGO) stake by 15% in Q1 2026, selling an estimated $511K and leaving 8,857 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #57.

American Trust first reported a position in AVGO in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.6M in Q4 2025. 4,674 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • American Trust held 8,857 shares of Broadcom worth $2.74M as of Q1 2026.
  • American Trust sold 1,553 Broadcom shares in Q1 2026, an estimated $511K.
  • Broadcom made up 0.24% of American Trust's portfolio in Q1 2026, its #57 holding.
  • American Trust first reported a position in Broadcom in Q1 2022 and has held it in 16 quarters since.
  • American Trust's Broadcom position peaked at $3.6M in Q4 2025.
  • 4,674 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.