BFS
AVGO icon

Bard Financial Services’s Broadcom AVGO Stock Holding History

Bard Financial Services’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
2025
Q3 		$4.77M Buy
14,450
+50
+0.3% +$15.3K 0.52% 52
2025
Q2 		$3.97M Sell
14,400
-375
-3% -$81.4K 0.47% 56
2025
Q1 		$2.47M Sell
14,775
-1,375
-9% -$291K 0.3% 76
2024
Q4 		$3.74M Sell
16,150
-550
-3% -$102K 0.45% 58
2024
Q3 		$2.88M Sell
16,700
-700
-4% -$112K 0.34% 65
2024
Q2 		$2.79M Buy
17,400
+150
+0.9% +$21K 0.29% 72
2024
Q1 		$2.29M Sell
17,250
-400
-2% -$49.6K 0.24% 85
2023
Q4 		$1.97M Buy
17,650
+1,000
+6% +$94.7K 0.22% 89
2023
Q3 		$1.38M Sell
16,650
-350
-2% -$30.3K 0.17% 99
2023
Q2 		$1.47M Sell
17,000
-500
-3% -$35.7K 0.11% 137
2023
Q1 		$1.12M Buy
17,500
+750
+4% +$45.1K 0.09% 162
2022
Q4 		$937K Buy
16,750
+4,500
+37% +$226K 0.08% 167
2022
Q3 		$544K Buy
12,250
+3,000
+32% +$153K 0.05% 188
2022
Q2 		$449K Buy
9,250
+2,000
+28% +$112K 0.04% 201
2022
Q1 		$457K Buy
7,250
+2,250
+45% +$134K 0.04% 201
2021
Q4 		$333K Sell
5,000
-500
-9% -$28.1K 0.03% 222
2021
Q3 		$267K Hold
5,500
– – 0.02% 234
2021
Q2 		$262K Buy
5,500
+500
+10% +$23.2K 0.02% 232
2021
Q1 		$232K Hold
5,000
– – 0.02% 234
2020
Q4 		$219K Buy
+5,000
New +$195K 0.02% 241

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bard Financial Services's AVGO Position: Q3 2025 in Review

Bard Financial Services increased its Broadcom (AVGO) stake by 0.35% in Q3 2025, buying an estimated $15.3K and bringing the position to 14,450 shares worth $4.77M. The position accounts for 0.52% of the portfolio, ranked #52.

Bard Financial Services first reported a position in AVGO in Q4 2020 and has held it in 20 quarters since. 4,299 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Bard Financial Services held 14,450 shares of Broadcom worth $4.77M as of Q3 2025.
  • Bard Financial Services bought 50 Broadcom shares in Q3 2025, an estimated $15.3K.
  • Broadcom made up 0.52% of Bard Financial Services's portfolio in Q3 2025, its #52 holding.
  • Bard Financial Services first reported a position in Broadcom in Q4 2020 and has held it in 20 quarters since.
  • 4,299 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.