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Beacon Financial Advisory’s Broadcom AVGO Stock Holding History

Beacon Financial Advisory’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 		$2.15M Buy
6,931
+254
+4% +$83.6K 0.48% 34
2025
Q4 		$2.31M Buy
6,677
+103
+2% +$36.8K 0.54% 36
2025
Q3 		$2.17M Buy
6,574
+2,350
+56% +$721K 0.5% 37
2025
Q2 		$1.16M Buy
4,224
+82
+2% +$17.8K 0.3% 86
2025
Q1 		$693K Buy
4,142
+584
+16% +$124K 0.21% 127
2024
Q4 		$825K Buy
3,558
+435
+14% +$80.5K 0.27% 100
2024
Q3 		$539K Buy
3,123
+73
+2% +$11.7K 0.18% 150
2024
Q2 		$489K Buy
3,050
+10
+0.3% +$1.4K 0.18% 147
2024
Q1 		$403K Sell
3,040
-780
-20% -$96.6K 0.2% 144
2023
Q4 		$426K Buy
3,820
+40
+1% +$3.79K 0.21% 139
2023
Q3 		$314K Buy
3,780
+80
+2% +$6.93K 0.17% 161
2023
Q2 		$321K Buy
3,700
+20
+0.5% +$1.43K 0.18% 157
2023
Q1 		$236K Buy
3,680
+20
+0.5% +$1.2K 0.15% 181
2022
Q4 		$204K Buy
+3,660
New +$184K 0.15% 178
2022
Q2 		– Sell
-3,430
Closed -$216K – 220
2022
Q1 		$216K Buy
3,430
+40
+1% +$2.38K 0.1% 217
2021
Q4 		$226K Buy
+3,390
New +$191K 0.1% 220

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

Beacon Financial Advisory's AVGO Position: Q1 2026 in Review

Beacon Financial Advisory increased its Broadcom (AVGO) stake by 3.8% in Q1 2026, buying an estimated $83.6K and bringing the position to 6,931 shares worth $2.15M. The position accounts for 0.48% of the portfolio, ranked #34.

Beacon Financial Advisory first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.31M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Beacon Financial Advisory held 6,931 shares of Broadcom worth $2.15M as of Q1 2026.
  • Beacon Financial Advisory bought 254 Broadcom shares in Q1 2026, an estimated $83.6K.
  • Broadcom made up 0.48% of Beacon Financial Advisory's portfolio in Q1 2026, its #34 holding.
  • Beacon Financial Advisory first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
  • Beacon Financial Advisory's Broadcom position peaked at $2.31M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.