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Concord Investment Counsel’s Broadcom AVGO Stock Holding History

Concord Investment Counsel’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 		$4.17M Buy
+13,457
New +$4.43M 1.4% 26
2024
Q1 		$297K Buy
+2,240
New +$278K 0.11% 46

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

Concord Investment Counsel's AVGO Position: Q1 2026 in Review

Concord Investment Counsel opened a new position in Broadcom (AVGO) in Q1 2026: 13,457 shares worth $4.17M. The stake represents 1.4% of the portfolio and ranks #26 among its holdings. This is a return to the name: Concord Investment Counsel previously reported a position in AVGO as recently as Q1 2024.

Concord Investment Counsel first reported a position in AVGO in Q1 2024 and has held it in 2 quarters since. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Concord Investment Counsel held 13,457 shares of Broadcom worth $4.17M as of Q1 2026.
  • Broadcom was a new Concord Investment Counsel position in Q1 2026.
  • Broadcom made up 1.4% of Concord Investment Counsel's portfolio in Q1 2026, its #26 holding.
  • Concord Investment Counsel first reported a position in Broadcom in Q1 2024 and has held it in 2 quarters since.
  • 4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.