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Commonwealth Retirement Investments’s Broadcom AVGO Stock Holding History

Commonwealth Retirement Investments’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 		$19.4M Sell
62,541
-1,012
-2% -$333K 5.99% 1
2025
Q4 		$22M Sell
63,553
-1,804
-3% -$645K 7.08% 1
2025
Q3 		$21.6M Sell
65,357
-55
-0.1% -$16.9K 7.33% 1
2025
Q2 		$18M Sell
65,412
-19,994
-23% -$4.34M 6.86% 1
2025
Q1 		$14.3M Sell
85,406
-2,950
-3% -$624K 5.81% 1
2024
Q4 		$20.5M Sell
88,356
-5,689
-6% -$1.05M 8.44% 1
2024
Q3 		$16.2M Sell
94,045
-1,205
-1% -$193K 6.8% 1
2024
Q2 		$15.3M Sell
95,250
-15,130
-14% -$2.12M 7% 1
2024
Q1 		$14.6M Sell
110,380
-19,740
-15% -$2.45M 6.99% 1
2023
Q4 		$14.5M Sell
130,120
-10,350
-7% -$980K 7.69% 1
2023
Q3 		$11.7M Sell
140,470
-4,440
-3% -$385K 6.73% 1
2023
Q2 		$12.6M Buy
144,910
+410
+0.3% +$29.2K 7.01% 1
2023
Q1 		$9.27M Buy
144,500
+120
+0.1% +$7.22K 5.5% 1
2022
Q4 		$8.07M Buy
+144,380
New +$7.24M 4.89% 1

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

Commonwealth Retirement Investments's AVGO Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its Broadcom (AVGO) stake by 1.6% in Q1 2026, selling an estimated $333K and leaving 62,541 shares worth $19.4M. The position accounts for 5.99% of the portfolio, ranked #1.

Commonwealth Retirement Investments first reported a position in AVGO in Q4 2022 and has held it in 14 quarters since. The position peaked at $22M in Q4 2025. 4,664 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Commonwealth Retirement Investments held 62,541 shares of Broadcom worth $19.4M as of Q1 2026.
  • Commonwealth Retirement Investments sold 1,012 Broadcom shares in Q1 2026, an estimated $333K.
  • Broadcom made up 5.99% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #1 holding.
  • Commonwealth Retirement Investments first reported a position in Broadcom in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's Broadcom position peaked at $22M in Q4 2025.
  • 4,664 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.