Callan Family Office’s Broadcom AVGO Stock Holding History

Callan Family Office’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	$62.6M	Sell	202,123 -3,589	-2%	-$1.18M	1.42%	11
2025 Q4	$71.2M	Buy	205,712 +60,794	+42%	+$21.7M	1.53%	10
2025 Q3	$47.8M	Sell	144,918 -5	-0%	-$1.53K	1.52%	9
2025 Q2	$39.9M	Buy	144,923 +103,386	+249%	+$22.5M	1.26%	10
2025 Q1	$6.95M	Sell	41,537 -12,704	-23%	-$2.69M	0.52%	36
2024 Q4	$12.6M	Buy	54,241 +51,851	+2,169%	+$9.59M	0.8%	23
2024 Q3	$412K	Buy	2,390 +290	+14%	+$46.5K	0.07%	114
2024 Q2	$337K	Buy	+2,100	New	+$294K	0.06%	111
2024 Q1	–	Sell	-1,820	Closed	-$203K	–	90
2023 Q4	$203K	Buy	+1,820	New	+$172K	0.05%	99
2023 Q3	–	Sell	-2,380	Closed	-$206K	–	90
2023 Q2	$206K	Buy	+2,380	New	+$170K	0.05%	106

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Callan Family Office's AVGO Position: Q1 2026 in Review

Callan Family Office reduced its Broadcom (AVGO) stake by 1.7% in Q1 2026, selling an estimated $1.18M and leaving 202,123 shares worth $62.6M. The position accounts for 1.42% of the portfolio, ranked #11.

Callan Family Office first reported a position in AVGO in Q2 2023 and has held it in 10 quarters since. The position peaked at $71.2M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Callan Family Office held 202,123 shares of Broadcom worth $62.6M as of Q1 2026.
Callan Family Office sold 3,589 Broadcom shares in Q1 2026, an estimated $1.18M.
Broadcom made up 1.42% of Callan Family Office's portfolio in Q1 2026, its #11 holding.
Callan Family Office first reported a position in Broadcom in Q2 2023 and has held it in 10 quarters since.
Callan Family Office's Broadcom position peaked at $71.2M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.