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Blackston Financial Advisory Group’s Broadcom AVGO Stock Holding History

Blackston Financial Advisory 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 		– Sell
-579
Closed -$200K – 107
2025
Q4 		$200K Sell
579
-109
-16% -$39K 0.12% 99
2025
Q3 		$227K Buy
+688
New +$211K 0.13% 93
2025
Q1 		– Sell
-5,263
Closed -$1.22M – 97
2024
Q4 		$1.22M Buy
5,263
+917
+21% +$170K 0.61% 28
2024
Q3 		$750K Buy
+4,346
New +$697K 0.39% 42

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

Blackston Financial Advisory Group's AVGO Position: Q1 2026 in Review

Blackston Financial Advisory Group sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 579 shares — an estimated $200K sold.

Blackston Financial Advisory Group first reported a position in AVGO in Q3 2024 and held it in 4 quarters. The position peaked at $1.22M in Q4 2024. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Blackston Financial Advisory Group reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 579 Broadcom shares in Q1 2026, an estimated $200K.
  • Blackston Financial Advisory Group first reported a position in Broadcom in Q3 2024 and held it in 4 quarters.
  • Blackston Financial Advisory Group's Broadcom position peaked at $1.22M in Q4 2024.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.