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
2024 Q4	–	Sell	-700,000	Closed	-$121M	–	1415
2024 Q3	$121M	Buy	+700,000	New	+$112M	1.8%	8
2021 Q4	–	Sell	-1,500,000	Closed	-$72.7M	–	559
2021 Q3	$72.7M	Buy	+1,500,000	New	+$72.9M	1.88%	19
2020 Q4	–	Sell	-430,000	Closed	-$15.7M	–	474
2020 Q3	$15.7M	Buy	+430,000	New	+$14.4M	0.83%	27
2020 Q1	–	Sell	-440,000	Closed	-$13.9M	–	409
2019 Q4	$13.9M	Buy	+440,000	New	+$13.4M	0.99%	24

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

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.