Birch Financial Group’s Broadcom AVGO Stock Holding History

Birch 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 Q3	$500K	Buy	1,424 +528	+59%	+$199K	0.23%	67
2026 Q2	$339K	Sell	896 -71	-7%	-$28.5K	0.17%	101
2026 Q1	$299K	Buy	967 +48	+5%	+$15.8K	0.17%	100
2025 Q4	$318K	Sell	919 -1,194	-57%	-$427K	0.18%	97
2025 Q3	$697K	Sell	2,113 -234	-10%	-$71.8K	0.41%	50
2025 Q2	$647K	Sell	2,347 -990	-30%	-$215K	0.52%	45
2025 Q1	$559K	Buy	3,337 +1,525	+84%	+$323K	0.5%	49
2024 Q4	$420K	Buy	+1,812	New	+$335K	0.47%	47

Other funds holding AVGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Birch Financial Group's AVGO Position: Q3 2026 in Review

Birch Financial Group increased its Broadcom (AVGO) stake by 59% in Q3 2026, buying an estimated $199K and bringing the position to 1,424 shares worth $500K. The position accounts for 0.23% of the portfolio, ranked #67.

Birch Financial Group first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $697K in Q3 2025. 4,276 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Birch Financial Group held 1,424 shares of Broadcom worth $500K as of Q3 2026.
Birch Financial Group bought 528 Broadcom shares in Q3 2026, an estimated $199K.
Broadcom made up 0.23% of Birch Financial Group's portfolio in Q3 2026, its #67 holding.
Birch Financial Group first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's Broadcom position peaked at $697K in Q3 2025.
4,276 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.