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Aufman Associates’s Broadcom AVGO Stock Holding History

Aufman Associates’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 		$583K Buy
1,883
+1
+0.1% +$329 0.29% 30
2025
Q4 		$651K Buy
1,882
+1
+0.1% +$358 0.33% 28
2025
Q3 		$621K Sell
1,881
-600
-24% -$184K 0.35% 29
2025
Q2 		$684K Sell
2,481
-119
-5% -$25.8K 0.42% 25
2025
Q1 		$435K Sell
2,600
-168
-6% -$35.6K 0.3% 31
2024
Q4 		$642K Sell
2,768
-149
-5% -$27.6K 0.43% 23
2024
Q3 		$503K Buy
+2,917
New +$468K 0.32% 28

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

Aufman Associates's AVGO Position: Q1 2026 in Review

Aufman Associates increased its Broadcom (AVGO) stake by 0.05% in Q1 2026, buying an estimated $329 and bringing the position to 1,883 shares worth $583K. The position accounts for 0.29% of the portfolio, ranked #30.

Aufman Associates first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $684K in Q2 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Aufman Associates held 1,883 shares of Broadcom worth $583K as of Q1 2026.
  • Aufman Associates bought 1 Broadcom share in Q1 2026, an estimated $329.
  • Broadcom made up 0.29% of Aufman Associates's portfolio in Q1 2026, its #30 holding.
  • Aufman Associates first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Aufman Associates's Broadcom position peaked at $684K in Q2 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.