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Aptus Capital Advisors’s Broadcom AVGO Stock Holding History

Aptus Capital 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 		$89.3M Sell
288,491
-23,118
-7% -$7.61M 0.7% 28
2025
Q4 		$108M Buy
311,609
+2,803
+0.9% +$1M 0.77% 28
2025
Q3 		$102M Buy
308,806
+2,778
+0.9% +$852K 0.74% 29
2025
Q2 		$84.4M Sell
306,028
-6,788
-2% -$1.47M 0.69% 36
2025
Q1 		$52.4M Sell
312,816
-17,238
-5% -$3.65M 0.54% 42
2024
Q4 		$76.5M Sell
330,054
-11,233
-3% -$2.08M 0.8% 32
2024
Q3 		$58.9M Buy
341,287
+53,917
+19% +$8.64M 0.88% 24
2024
Q2 		$29.4M Buy
287,370
+49,130
+21% +$6.89M 0.52% 41
2024
Q1 		$31.6M Buy
238,240
+12,530
+6% +$1.55M 0.59% 38
2023
Q4 		$25.2M Sell
225,710
-15,240
-6% -$1.44M 0.69% 31
2023
Q3 		$20M Buy
240,950
+11,440
+5% +$992K 0.55% 39
2023
Q2 		$19.9M Sell
229,510
-21,380
-9% -$1.52M 0.48% 48
2023
Q1 		$16.1M Buy
250,890
+135,220
+117% +$8.14M 0.43% 46
2022
Q4 		$6.47M Sell
115,670
-174,620
-60% -$8.76M 0.2% 90
2022
Q3 		$12.9M Buy
290,290
+37,260
+15% +$1.9M 0.31% 45
2022
Q2 		$12.3M Buy
253,030
+58,810
+30% +$3.3M 0.32% 45
2022
Q1 		$12.2M Buy
194,220
+102,480
+112% +$6.09M 0.3% 41
2021
Q4 		$6.1M Buy
91,740
+3,490
+4% +$196K 0.18% 73
2021
Q3 		$4.28M Buy
88,250
+18,450
+26% +$897K 0.11% 103
2021
Q2 		$3.33M Buy
69,800
+9,420
+16% +$436K 0.1% 107
2021
Q1 		$2.8M Buy
60,380
+18,710
+45% +$865K 0.1% 105
2020
Q4 		$1.82M Buy
41,670
+41,320
+11,806% +$1.61M 0.08% 124
2020
Q3 		$12K Buy
+350
New +$11.7K ﹤0.01% 404
2020
Q1 		– Sell
-72,000
Closed -$2.27M – 410
2019
Q4 		$2.27M Buy
+72,000
New +$2.19M 0.16% 148
2019
Q3 		– Sell
-91,010
Closed -$2.62M – 472
2019
Q2 		$2.62M Sell
91,010
-7,490
-8% -$218K 0.37% 41
2019
Q1 		$2.96M Buy
+98,500
New +$2.67M 0.51% 22

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

Aptus Capital Advisors's AVGO Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Broadcom (AVGO) stake by 7.4% in Q1 2026, selling an estimated $7.61M and leaving 288,491 shares worth $89.3M. The position accounts for 0.7% of the portfolio, ranked #28.

Aptus Capital Advisors first reported a position in AVGO in Q1 2019 and has held it in 26 quarters since. The position peaked at $108M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aptus Capital Advisors held 288,491 shares of Broadcom worth $89.3M as of Q1 2026.
  • Aptus Capital Advisors sold 23,118 Broadcom shares in Q1 2026, an estimated $7.61M.
  • Broadcom made up 0.7% of Aptus Capital Advisors's portfolio in Q1 2026, its #28 holding.
  • Aptus Capital Advisors first reported a position in Broadcom in Q1 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's Broadcom position peaked at $108M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.