Apriem Advisors’s Broadcom AVGO Stock Holding History

Apriem Advisors’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	$3.55M	Sell	11,469 -3,175	-22%	-$1.04M	0.34%	49
2025 Q4	$5.07M	Buy	14,644 +567	+4%	+$203K	0.47%	43
2025 Q3	$4.64M	Buy	14,077 +5,218	+59%	+$1.6M	0.44%	43
2025 Q2	$2.44M	Sell	8,859 -31	-0.3%	-$6.73K	0.26%	58
2025 Q1	$1.49M	Sell	8,890 -304	-3%	-$64.3K	0.17%	69
2024 Q4	$2.13M	Sell	9,194 -424	-4%	-$78.4K	0.24%	58
2024 Q3	$1.66M	Buy	9,618 +918	+11%	+$147K	0.19%	61
2024 Q2	$1.4M	Buy	8,700 +400	+5%	+$56.1K	0.17%	64
2024 Q1	$1.1M	Sell	8,300 -1,500	-15%	-$186K	0.14%	77
2023 Q4	$1.09M	Sell	9,800 -640	-6%	-$60.6K	0.15%	69
2023 Q3	$867K	Buy	10,440 +3,040	+41%	+$264K	0.13%	73
2023 Q2	$642K	Hold	7,400	–	–	0.1%	82
2023 Q1	$475K	Sell	7,400 -300	-4%	-$18K	0.08%	95
2022 Q4	$431K	Sell	7,700 -240	-3%	-$12K	0.07%	98
2022 Q3	$353K	Buy	7,940 +40	+0.5%	+$2.04K	0.06%	102
2022 Q2	$384K	Hold	7,900	–	–	0.07%	100
2022 Q1	$497K	Sell	7,900 -500	-6%	-$29.7K	0.07%	95
2021 Q4	$559K	Hold	8,400	–	–	0.08%	90
2021 Q3	$407K	Hold	8,400	–	–	0.06%	101
2021 Q2	$401K	Sell	8,400 -60	-0.7%	-$2.78K	0.06%	103
2021 Q1	$392K	Sell	8,460 -2,020	-19%	-$93.4K	0.06%	100
2020 Q4	$459K	Sell	10,480 -2,500	-19%	-$97.5K	0.08%	80
2020 Q3	$473K	Buy	12,980 +5,700	+78%	+$191K	0.09%	79
2020 Q2	$230K	Buy	+7,280	New	+$204K	0.05%	109
2019 Q2	–	Sell	-8,280	Closed	-$249K	–	130
2019 Q1	$249K	Buy	+8,280	New	+$224K	0.07%	112
2018 Q3	–	Sell	-7,250	Closed	-$176K	–	162
2018 Q2	$176K	Buy	+7,250	New	+$178K	0.04%	138
2017 Q4	–	Sell	-10,130	Closed	-$246K	–	134
2017 Q3	$246K	Buy	10,130 +1,500	+17%	+$37.1K	0.06%	115
2017 Q2	$201K	Sell	8,630 -4,760	-36%	-$110K	0.05%	127
2017 Q1	$293K	Buy	13,390 +2,510	+23%	+$51.7K	0.08%	100
2016 Q4	$192K	Buy	10,880 +6,540	+151%	+$113K	0.06%	121
2016 Q3	$75K	Sell	4,340 -2,000	-32%	-$33.4K	0.02%	187
2016 Q2	$99K	Buy	6,340 +5,310	+516%	+$80.9K	0.03%	165
2016 Q1	$16K	Sell	1,030 -970	-49%	-$13.1K	0.01%	327
2015 Q4	$29K	Hold	2,000	–	–	0.01%	251
2015 Q3	$25K	Hold	2,000	–	–	0.01%	262
2015 Q2	$27K	Buy	2,000 +500	+33%	+$6.55K	0.01%	277
2015 Q1	$19K	Hold	1,500	–	–	0.01%	323
2014 Q4	$15K	Hold	1,500	–	–	0.01%	330
2014 Q3	$13K	Buy	+1,500	New	+$11.7K	0.01%	348

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

Apriem Advisors's AVGO Position: Q1 2026 in Review

Apriem Advisors reduced its Broadcom (AVGO) stake by 22% in Q1 2026, selling an estimated $1.04M and leaving 11,469 shares worth $3.55M. The position accounts for 0.34% of the portfolio, ranked #49.

Apriem Advisors first reported a position in AVGO in Q3 2014 and has held it in 39 quarters since. The position peaked at $5.07M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Apriem Advisors held 11,469 shares of Broadcom worth $3.55M as of Q1 2026.
Apriem Advisors sold 3,175 Broadcom shares in Q1 2026, an estimated $1.04M.
Broadcom made up 0.34% of Apriem Advisors's portfolio in Q1 2026, its #49 holding.
Apriem Advisors first reported a position in Broadcom in Q3 2014 and has held it in 39 quarters since.
Apriem Advisors's Broadcom position peaked at $5.07M in Q4 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.