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BridgePort Financial Solutions’s Broadcom AVGO Stock Holding History

BridgePort Financial Solutions’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
-1,107
Closed -$383K – 235
2025
Q4 		$383K Buy
1,107
+302
+38% +$108K 0.1% 154
2025
Q3 		$266K Buy
805
+61
+8% +$18.7K 0.07% 193
2025
Q2 		$205K Buy
+744
New +$162K 0.07% 190

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

BridgePort Financial Solutions's AVGO Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of Broadcom (AVGO) in Q1 2026, closing a stake of 1,107 shares — an estimated $383K sold.

BridgePort Financial Solutions first reported a position in AVGO in Q2 2025 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • BridgePort Financial Solutions reported no remaining Broadcom position as of Q1 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 1,107 Broadcom shares in Q1 2026, an estimated $383K.
  • BridgePort Financial Solutions first reported a position in Broadcom in Q2 2025 and held it in 3 quarters.
  • BridgePort Financial Solutions's Broadcom position peaked at $383K in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.