Benchmark Investment Advisors’s Broadcom AVGO Stock Holding History

Benchmark Investment 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
2026 Q1	$5.77M	Buy	+18,641	New	+$6.13M	3.35%	5
2025 Q3	$8.12M	Buy	+24,601	New	+$7.55M	4.72%	3
2025 Q1	$5.39M	Buy	32,213 +6,924	+27%	+$1.47M	3.49%	5
2024 Q4	$5.86M	Sell	25,289 -689	-3%	-$127K	3.82%	3
2024 Q3	$4.48M	Buy	25,978 +908	+4%	+$146K	3.19%	4
2024 Q2	$4.03M	Sell	25,070 -460	-2%	-$64.5K	2.91%	5
2024 Q1	$3.38M	Sell	25,530 -1,930	-7%	-$239K	2.67%	6
2023 Q4	$3.07M	Buy	27,460 +2,080	+8%	+$197K	2.84%	5
2023 Q3	$2.11M	Buy	25,380 +1,570	+7%	+$136K	2.13%	12
2023 Q2	$2.07M	Buy	23,810 +1,430	+6%	+$102K	1.9%	14
2023 Q1	$1.44M	Sell	22,380 -1,230	-5%	-$74K	1.47%	25
2022 Q4	$1.32M	Buy	23,610 +12,590	+114%	+$631K	1.39%	23
2022 Q3	$489K	Buy	+11,020	New	+$563K	0.53%	53

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

Benchmark Investment Advisors's AVGO Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Broadcom (AVGO) in Q1 2026: 18,641 shares worth $5.77M. The stake represents 3.35% of the portfolio and ranks #5 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in AVGO as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in AVGO in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.12M in Q3 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Benchmark Investment Advisors held 18,641 shares of Broadcom worth $5.77M as of Q1 2026.
Broadcom was a new Benchmark Investment Advisors position in Q1 2026.
Broadcom made up 3.35% of Benchmark Investment Advisors's portfolio in Q1 2026, its #5 holding.
Benchmark Investment Advisors first reported a position in Broadcom in Q3 2022 and has held it in 13 quarters since.
Benchmark Investment Advisors's Broadcom position peaked at $8.12M in Q3 2025.
4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.