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Brown Financial Advisors’s Broadcom AVGO Stock Holding History

Brown Financial Advisors’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 		$2.78M Sell
8,973
-670
-7% -$220K 1.05% 23
2025
Q4 		$3.34M Sell
9,643
-1,456
-13% -$521K 1.22% 21
2025
Q3 		$3.66M Sell
11,099
-235
-2% -$72.1K 1.35% 17
2025
Q2 		$3.12M Buy
11,334
+1,032
+10% +$224K 1.22% 23
2025
Q1 		$1.72M Buy
10,302
+177
+2% +$37.5K 0.71% 52
2024
Q4 		$2.35M Buy
10,125
+1,125
+13% +$208K 0.94% 31
2024
Q3 		$1.55M Buy
9,000
+140
+2% +$22.4K 0.64% 55
2024
Q2 		$1.42M Buy
+8,860
New +$1.24M 0.64% 55

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

Brown Financial Advisors's AVGO Position: Q1 2026 in Review

Brown Financial Advisors reduced its Broadcom (AVGO) stake by 6.9% in Q1 2026, selling an estimated $220K and leaving 8,973 shares worth $2.78M. The position accounts for 1.05% of the portfolio, ranked #23.

Brown Financial Advisors first reported a position in AVGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.66M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Brown Financial Advisors held 8,973 shares of Broadcom worth $2.78M as of Q1 2026.
  • Brown Financial Advisors sold 670 Broadcom shares in Q1 2026, an estimated $220K.
  • Broadcom made up 1.05% of Brown Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Brown Financial Advisors first reported a position in Broadcom in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Broadcom position peaked at $3.66M in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.