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Carl P. Sherr & Co’s Broadcom AVGO Stock Holding History

Carl P. Sherr & Co’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 		$705K Buy
2,279
+200
+10% +$65.8K 0.33% 65
2025
Q4 		$689K Buy
+2,079
New +$743K 0.31% 66

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

Carl P. Sherr & Co's AVGO Position: Q1 2026 in Review

Carl P. Sherr & Co increased its Broadcom (AVGO) stake by 9.6% in Q1 2026, buying an estimated $65.8K and bringing the position to 2,279 shares worth $705K. The position accounts for 0.33% of the portfolio, ranked #65.

Carl P. Sherr & Co first reported a position in AVGO in Q4 2025 and has held it in 2 quarters since. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Carl P. Sherr & Co held 2,279 shares of Broadcom worth $705K as of Q1 2026.
  • Carl P. Sherr & Co bought 200 Broadcom shares in Q1 2026, an estimated $65.8K.
  • Broadcom made up 0.33% of Carl P. Sherr & Co's portfolio in Q1 2026, its #65 holding.
  • Carl P. Sherr & Co first reported a position in Broadcom in Q4 2025 and has held it in 2 quarters since.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.