BFIM
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Beese Fulmer Investment Management’s Broadcom AVGO Stock Holding History

Beese Fulmer Investment Management’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 		$52.1M Buy
168,300
+386
+0.2% +$127K 3.34% 3
2025
Q4 		$58.1M Sell
167,914
-428
-0.3% -$153K 3.78% 3
2025
Q3 		$55.5M Sell
168,342
-4,571
-3% -$1.4M 3.84% 3
2025
Q2 		$47.7M Sell
172,913
-607
-0.3% -$132K 3.55% 3
2025
Q1 		$29.1M Sell
173,520
-3,117
-2% -$660K 2.5% 6
2024
Q4 		$41M Sell
176,637
-2,777
-2% -$514K 3.49% 3
2024
Q3 		$30.9M Buy
179,414
+2,764
+2% +$443K 2.66% 5
2024
Q2 		$28.4M Buy
176,650
+900
+0.5% +$126K 2.58% 5
2024
Q1 		$23.3M Sell
175,750
-770
-0.4% -$95.4K 2.19% 6
2023
Q4 		$19.7M Buy
176,520
+420
+0.2% +$39.8K 2.04% 8
2023
Q3 		$14.6M Buy
176,100
+130
+0.1% +$11.3K 1.65% 16
2023
Q2 		$15.3M Buy
175,970
+410
+0.2% +$29.2K 1.65% 13
2023
Q1 		$11.3M Buy
175,560
+160,170
+1,041% +$9.64M 1.29% 25
2022
Q4 		$861K Buy
+15,390
New +$772K 0.1% 126
2020
Q3 		– Sell
-690
Closed -$22K – 220
2020
Q2 		$22K Buy
+690
New +$19.3K ﹤0.01% 396

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

Beese Fulmer Investment Management's AVGO Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Broadcom (AVGO) stake by 0.23% in Q1 2026, buying an estimated $127K and bringing the position to 168,300 shares worth $52.1M. The position accounts for 3.34% of the portfolio, ranked #3.

Beese Fulmer Investment Management first reported a position in AVGO in Q2 2020 and has held it in 15 quarters since. The position peaked at $58.1M in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Beese Fulmer Investment Management held 168,300 shares of Broadcom worth $52.1M as of Q1 2026.
  • Beese Fulmer Investment Management bought 386 Broadcom shares in Q1 2026, an estimated $127K.
  • Broadcom made up 3.34% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #3 holding.
  • Beese Fulmer Investment Management first reported a position in Broadcom in Q2 2020 and has held it in 15 quarters since.
  • Beese Fulmer Investment Management's Broadcom position peaked at $58.1M in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.