BGAI
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Bruce G. Allen Investments’s Broadcom AVGO Stock Holding History

Bruce G. Allen Investments’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 		$280K Sell
904
-42
-4% -$13.8K 0.18% 58
2025
Q4 		$327K Sell
946
-390
-29% -$139K 0.22% 51
2025
Q3 		$441K Sell
1,336
-264
-17% -$81K 0.32% 39
2025
Q2 		$441K Sell
1,600
-199
-11% -$43.2K 0.33% 35
2025
Q1 		$301K Sell
1,799
-709
-28% -$150K 0.24% 48
2024
Q4 		$581K Sell
2,508
-1,485
-37% -$275K 0.47% 28
2024
Q3 		$689K Sell
3,993
-217
-5% -$34.8K 0.53% 25
2024
Q2 		$676K Sell
4,210
-420
-9% -$58.9K 0.57% 24
2024
Q1 		$614K Sell
4,630
-160
-3% -$19.8K 0.5% 29
2023
Q4 		$535K Buy
+4,790
New +$454K 0.49% 28

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

Bruce G. Allen Investments's AVGO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Broadcom (AVGO) stake by 4.4% in Q1 2026, selling an estimated $13.8K and leaving 904 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #58.

Bruce G. Allen Investments first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q3 2024. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Bruce G. Allen Investments held 904 shares of Broadcom worth $280K as of Q1 2026.
  • Bruce G. Allen Investments sold 42 Broadcom shares in Q1 2026, an estimated $13.8K.
  • Broadcom made up 0.18% of Bruce G. Allen Investments's portfolio in Q1 2026, its #58 holding.
  • Bruce G. Allen Investments first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Broadcom position peaked at $689K in Q3 2024.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.