BSA
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Braun Stacey Associates’s Broadcom AVGO Stock Holding History

Braun Stacey Associates’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 		$70.8M Sell
228,819
-8,001
-3% -$2.63M 2.35% 6
2025
Q4 		$82M Sell
236,820
-3,726
-2% -$1.33M 2.66% 6
2025
Q3 		$79.4M Sell
240,546
-1,900
-0.8% -$583K 2.6% 7
2025
Q2 		$66.8M Sell
242,446
-5,604
-2% -$1.22M 2.42% 6
2025
Q1 		$41.5M Buy
248,050
+2,646
+1% +$560K 1.7% 13
2024
Q4 		$56.9M Sell
245,404
-9,486
-4% -$1.75M 2.12% 8
2024
Q3 		$44M Sell
254,890
-2,542,810
-91% -$408M 1.67% 10
2024
Q2 		$44.9M Buy
2,797,700
+2,502,460
+848% +$351M 1.74% 9
2024
Q1 		$39.1M Sell
295,240
-25,000
-8% -$3.1M 1.55% 11
2023
Q4 		$35.7M Sell
320,240
-29,570
-8% -$2.8M 1.6% 10
2023
Q3 		$29.1M Sell
349,810
-18,960
-5% -$1.64M 1.41% 14
2023
Q2 		$32M Sell
368,770
-419,170
-53% -$29.9M 1.49% 10
2023
Q1 		$50.5M Buy
787,940
+439,670
+126% +$26.5M 1.32% 13
2022
Q4 		$19.5M Sell
348,270
-36,070
-9% -$1.81M 1.11% 36
2022
Q3 		$17.1M Buy
384,340
+89,780
+30% +$4.59M 1.04% 38
2022
Q2 		$14.3M Buy
+294,560
New +$16.5M 0.82% 57
2021
Q3 		– Sell
-26,470
Closed -$1.26M – 132
2021
Q2 		$1.26M Hold
26,470
– – 0.05% 115
2021
Q1 		$1.23M Buy
26,470
+10,000
+61% +$462K 0.05% 115
2020
Q4 		$721K Buy
+16,470
New +$642K 0.03% 112
2020
Q2 		– Sell
-13,950
Closed -$331K – 121
2020
Q1 		$331K Sell
13,950
-439,980
-97% -$12.4M 0.03% 116
2019
Q4 		$14.3M Buy
453,930
+54,410
+14% +$1.65M 0.8% 69
2019
Q3 		$11M Buy
399,520
+4,870
+1% +$138K 0.7% 85
2019
Q2 		$11.4M Buy
394,650
+180,020
+84% +$5.25M 0.73% 77
2019
Q1 		$6.45M Buy
214,630
+204,730
+2,068% +$5.55M 0.43% 96
2018
Q4 		$252K Buy
+9,900
New +$234K 0.02% 117
2015
Q3 		– Sell
-146,710
Closed -$1.95M – 154
2015
Q2 		$1.95M Buy
+146,710
New +$1.92M 0.08% 158

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

Braun Stacey Associates's AVGO Position: Q1 2026 in Review

Braun Stacey Associates reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $2.63M and leaving 228,819 shares worth $70.8M. The position accounts for 2.35% of the portfolio, ranked #6.

Braun Stacey Associates first reported a position in AVGO in Q2 2015 and has held it in 26 quarters since. The position peaked at $82M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Braun Stacey Associates held 228,819 shares of Broadcom worth $70.8M as of Q1 2026.
  • Braun Stacey Associates sold 8,001 Broadcom shares in Q1 2026, an estimated $2.63M.
  • Broadcom made up 2.35% of Braun Stacey Associates's portfolio in Q1 2026, its #6 holding.
  • Braun Stacey Associates first reported a position in Broadcom in Q2 2015 and has held it in 26 quarters since.
  • Braun Stacey Associates's Broadcom position peaked at $82M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.