Charter Oak Capital Management’s Broadcom AVGO Stock Holding History

Charter Oak Capital Management’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	$1.38M	Sell	4,447 -28	-0.6%	-$9.21K	0.11%	66
2025 Q4	$1.55M	Buy	4,475 +197	+5%	+$70.4K	0.12%	62
2025 Q3	$1.41M	Sell	4,278 -24	-0.6%	-$7.36K	0.11%	64
2025 Q2	$1.19M	Sell	4,302 -303	-7%	-$65.8K	0.1%	66
2025 Q1	$771K	Buy	4,605 +234	+5%	+$49.5K	0.07%	87
2024 Q4	$1.01M	Buy	4,371 +392	+10%	+$72.5K	0.09%	71
2024 Q3	$686K	Buy	3,979 +1,609	+68%	+$258K	0.06%	91
2024 Q2	$381K	Buy	2,370 +70	+3%	+$9.81K	0.04%	120
2024 Q1	$305K	Buy	+2,300	New	+$285K	0.03%	150
2022 Q3	–	Sell	-250	Closed	-$12K	–	217
2022 Q2	$12K	Sell	250 -100	-29%	-$5.61K	﹤0.01%	552
2022 Q1	$22K	Buy	350 +100	+40%	+$5.94K	﹤0.01%	490
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	532
2021 Q3	$12K	Sell	250 -10	-4%	-$486	﹤0.01%	544
2021 Q2	$13K	Hold	260	–	–	﹤0.01%	527
2021 Q1	$12K	Buy	260 +10	+4%	+$462	﹤0.01%	510
2020 Q4	$11K	Buy	+250	New	+$9.75K	﹤0.01%	488

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

Charter Oak Capital Management's AVGO Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Broadcom (AVGO) stake by 0.63% in Q1 2026, selling an estimated $9.21K and leaving 4,447 shares worth $1.38M. The position accounts for 0.11% of the portfolio, ranked #66.

Charter Oak Capital Management first reported a position in AVGO in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2025. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Charter Oak Capital Management held 4,447 shares of Broadcom worth $1.38M as of Q1 2026.
Charter Oak Capital Management sold 28 Broadcom shares in Q1 2026, an estimated $9.21K.
Broadcom made up 0.11% of Charter Oak Capital Management's portfolio in Q1 2026, its #66 holding.
Charter Oak Capital Management first reported a position in Broadcom in Q4 2020 and has held it in 16 quarters since.
Charter Oak Capital Management's Broadcom position peaked at $1.55M in Q4 2025.
4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.