BFG
AVGO icon

Berger Financial Group’s Broadcom AVGO Stock Holding History

Berger Financial Group’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 		$3.08M Sell
9,956
-152
-2% -$50K 0.17% 110
2025
Q4 		$3.5M Sell
10,108
-375
-4% -$134K 0.2% 106
2025
Q3 		$3.46M Buy
10,483
+200
+2% +$61.4K 0.21% 105
2025
Q2 		$2.83M Sell
10,283
-90
-0.9% -$19.5K 0.18% 109
2025
Q1 		$1.74M Buy
10,373
+161
+2% +$34.1K 0.12% 133
2024
Q4 		$2.37M Buy
10,212
+76
+0.7% +$14.1K 0.16% 117
2024
Q3 		$1.75M Buy
10,136
+426
+4% +$68.3K 0.13% 129
2024
Q2 		$1.56M Buy
9,710
+350
+4% +$49K 0.12% 125
2024
Q1 		$1.24M Buy
9,360
+1,200
+15% +$149K 0.1% 136
2023
Q4 		$911K Buy
8,160
+740
+10% +$70.1K 0.09% 126
2023
Q3 		$616K Buy
7,420
+390
+6% +$33.8K 0.07% 141
2023
Q2 		$610K Sell
7,030
-80
-1% -$5.71K 0.07% 146
2023
Q1 		$456K Sell
7,110
-140
-2% -$8.42K 0.05% 165
2022
Q4 		$405K Sell
7,250
-890
-11% -$44.6K 0.05% 174
2022
Q3 		$362K Buy
8,140
+1,640
+25% +$83.8K 0.05% 163
2022
Q2 		$316K Buy
6,500
+1,460
+29% +$81.9K 0.05% 179
2022
Q1 		$317K Buy
+5,040
New +$299K 0.04% 201

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

Berger Financial Group's AVGO Position: Q1 2026 in Review

Berger Financial Group reduced its Broadcom (AVGO) stake by 1.5% in Q1 2026, selling an estimated $50K and leaving 9,956 shares worth $3.08M. The position accounts for 0.17% of the portfolio, ranked #110.

Berger Financial Group first reported a position in AVGO in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Berger Financial Group held 9,956 shares of Broadcom worth $3.08M as of Q1 2026.
  • Berger Financial Group sold 152 Broadcom shares in Q1 2026, an estimated $50K.
  • Broadcom made up 0.17% of Berger Financial Group's portfolio in Q1 2026, its #110 holding.
  • Berger Financial Group first reported a position in Broadcom in Q1 2022 and has held it in 17 quarters since.
  • Berger Financial Group's Broadcom position peaked at $3.5M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.