CFO4Life Group’s Broadcom AVGO Stock Holding History

CFO4Life Group’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	$3.61M	Sell	11,656 -1,517	-12%	-$499K	0.55%	40
2025 Q4	$4.56M	Buy	13,173 +2,288	+21%	+$818K	0.65%	35
2025 Q3	$3.59M	Buy	10,885 +347	+3%	+$106K	0.52%	38
2025 Q2	$2.9M	Buy	10,538 +192	+2%	+$41.7K	0.45%	42
2025 Q1	$1.73M	Buy	10,346 +175	+2%	+$37K	0.29%	54
2024 Q4	$2.36M	Sell	10,171 -825	-8%	-$153K	0.41%	40
2024 Q3	$1.9M	Sell	10,996 -984	-8%	-$158K	0.34%	45
2024 Q2	$1.92M	Sell	11,980 -270	-2%	-$37.8K	0.36%	41
2024 Q1	$1.62M	Buy	12,250 +610	+5%	+$75.6K	0.29%	44
2023 Q4	$1.3M	Buy	11,640 +250	+2%	+$23.7K	0.25%	57
2023 Q3	$946K	Buy	11,390 +7,360	+183%	+$638K	0.22%	59
2023 Q2	$350K	Buy	+4,030	New	+$287K	0.08%	122

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

CFO4Life Group's AVGO Position: Q1 2026 in Review

CFO4Life Group reduced its Broadcom (AVGO) stake by 12% in Q1 2026, selling an estimated $499K and leaving 11,656 shares worth $3.61M. The position accounts for 0.55% of the portfolio, ranked #40.

CFO4Life Group first reported a position in AVGO in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.56M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

CFO4Life Group held 11,656 shares of Broadcom worth $3.61M as of Q1 2026.
CFO4Life Group sold 1,517 Broadcom shares in Q1 2026, an estimated $499K.
Broadcom made up 0.55% of CFO4Life Group's portfolio in Q1 2026, its #40 holding.
CFO4Life Group first reported a position in Broadcom in Q2 2023 and has held it in 12 quarters since.
CFO4Life Group's Broadcom position peaked at $4.56M in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.