Burr Financial Services’s Broadcom AVGO Stock Holding History

Burr Financial 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 Q3	$6.2M	Sell	17,666 -24,519	-58%	-$9.23M	3.79%	8
2026 Q2	$15.9M	Sell	42,185 -1,255	-3%	-$503K	9.89%	4
2026 Q1	$13.4M	Buy	43,440 +4,398	+11%	+$1.45M	10.68%	2
2025 Q4	$13.5M	Buy	39,042 +1,966	+5%	+$703K	10.11%	2
2025 Q3	$12.2M	Buy	37,076 +2,111	+6%	+$648K	9.09%	3
2025 Q2	$9.6M	Buy	34,965 +3,546	+11%	+$770K	8.11%	5
2025 Q1	$5.26M	Buy	31,419 +7,382	+31%	+$1.56M	4.13%	7
2024 Q4	$5.57M	Buy	+24,037	New	+$4.45M	3.76%	7

Other funds holding AVGO

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Burr Financial Services's AVGO Position: Q3 2026 in Review

Burr Financial Services reduced its Broadcom (AVGO) stake by 58% in Q3 2026, selling an estimated $9.23M and leaving 17,666 shares worth $6.2M. The position accounts for 3.79% of the portfolio, ranked #8.

Burr Financial Services first reported a position in AVGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.9M in Q2 2026. 4,049 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

Burr Financial Services held 17,666 shares of Broadcom worth $6.2M as of Q3 2026.
Burr Financial Services sold 24,519 Broadcom shares in Q3 2026, an estimated $9.23M.
Broadcom made up 3.79% of Burr Financial Services's portfolio in Q3 2026, its #8 holding.
Burr Financial Services first reported a position in Broadcom in Q4 2024 and has held it in 8 quarters since.
Burr Financial Services's Broadcom position peaked at $15.9M in Q2 2026.
4,049 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on Burr Financial Services's 13F filing for Q3 2026, filed 8 Oct 2026.