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Breakthru Advisory Services’s Broadcom AVGO Stock Holding History

Breakthru Advisory Services’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 		$1.22M Sell
3,950
-140
-3% -$46.1K 1.96% 15
2025
Q4 		$1.42M Buy
4,090
+129
+3% +$46.1K 0.9% 22
2025
Q3 		$1.31M Buy
+3,961
New +$1.22M 0.86% 19
2025
Q1 		– Sell
-3,490
Closed -$809K – 14
2024
Q4 		$809K Buy
+3,490
New +$645K 0.73% 20

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

Breakthru Advisory Services's AVGO Position: Q1 2026 in Review

Breakthru Advisory Services reduced its Broadcom (AVGO) stake by 3.4% in Q1 2026, selling an estimated $46.1K and leaving 3,950 shares worth $1.22M. The position accounts for 1.96% of the portfolio, ranked #15.

Breakthru Advisory Services first reported a position in AVGO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.42M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Breakthru Advisory Services held 3,950 shares of Broadcom worth $1.22M as of Q1 2026.
  • Breakthru Advisory Services sold 140 Broadcom shares in Q1 2026, an estimated $46.1K.
  • Broadcom made up 1.96% of Breakthru Advisory Services's portfolio in Q1 2026, its #15 holding.
  • Breakthru Advisory Services first reported a position in Broadcom in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's Broadcom position peaked at $1.42M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.