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Brian Low Financial Group’s Broadcom AVGO Stock Holding History

Brian Low 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 		$2.99M Buy
9,655
+712
+8% +$234K 2.03% 7
2025
Q4 		$3.1M Sell
8,943
-240
-3% -$85.8K 2.19% 8
2025
Q3 		$3.03M Buy
9,183
+1,701
+23% +$522K 2.35% 7
2025
Q2 		$2.06M Buy
+7,482
New +$1.62M 1.93% 9

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

Brian Low Financial Group's AVGO Position: Q1 2026 in Review

Brian Low Financial Group increased its Broadcom (AVGO) stake by 8% in Q1 2026, buying an estimated $234K and bringing the position to 9,655 shares worth $2.99M. The position accounts for 2.03% of the portfolio, ranked #7.

Brian Low Financial Group first reported a position in AVGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.1M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Brian Low Financial Group held 9,655 shares of Broadcom worth $2.99M as of Q1 2026.
  • Brian Low Financial Group bought 712 Broadcom shares in Q1 2026, an estimated $234K.
  • Broadcom made up 2.03% of Brian Low Financial Group's portfolio in Q1 2026, its #7 holding.
  • Brian Low Financial Group first reported a position in Broadcom in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Broadcom position peaked at $3.1M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.