CF
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Collier Financial’s Broadcom AVGO Stock Holding History

Collier Financial’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 		$92.1K Buy
298
+1
+0.3% +$329 0.07% 51
2025
Q4 		$103K Hold
297
– – 0.08% 49
2025
Q3 		$98.1K Buy
+297
New +$91.1K 0.07% 58
2025
Q1 		$55.7K Sell
333
-53
-14% -$11.2K 0.05% 71
2024
Q4 		$89.5K Buy
+386
New +$71.4K 0.08% 55

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

Collier Financial's AVGO Position: Q1 2026 in Review

Collier Financial increased its Broadcom (AVGO) stake by 0.34% in Q1 2026, buying an estimated $329 and bringing the position to 298 shares worth $92.1K. The position accounts for 0.07% of the portfolio, ranked #51.

Collier Financial first reported a position in AVGO in Q4 2024 and has held it in 5 quarters since. The position peaked at $103K in Q4 2025. 4,663 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Collier Financial held 298 shares of Broadcom worth $92.1K as of Q1 2026.
  • Collier Financial bought 1 Broadcom share in Q1 2026, an estimated $329.
  • Broadcom made up 0.07% of Collier Financial's portfolio in Q1 2026, its #51 holding.
  • Collier Financial first reported a position in Broadcom in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Broadcom position peaked at $103K in Q4 2025.
  • 4,663 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.