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Concorde Asset Management’s Broadcom AVGO Stock Holding History

Concorde Asset 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 		$641K Sell
2,072
-533
-20% -$175K 0.31% 72
2025
Q4 		$902K Sell
2,605
-194
-7% -$69.4K 0.36% 54
2025
Q3 		$956K Buy
+2,799
New +$859K 0.4% 54
2025
Q1 		$405K Buy
2,187
+7
+0.3% +$1.48K 0.22% 79
2024
Q4 		$505K Sell
2,180
-168
-7% -$31.1K 0.26% 65
2024
Q3 		$405K Buy
2,348
+138
+6% +$22.1K 0.23% 79
2024
Q2 		$355K Sell
2,210
-560
-20% -$78.5K 0.22% 85
2024
Q1 		$368K Sell
2,770
-150
-5% -$18.6K 0.25% 72
2023
Q4 		$325K Sell
2,920
-200
-6% -$18.9K 0.22% 93
2023
Q3 		$259K Buy
+3,120
New +$270K 0.23% 106

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

Concorde Asset Management's AVGO Position: Q1 2026 in Review

Concorde Asset Management reduced its Broadcom (AVGO) stake by 20% in Q1 2026, selling an estimated $175K and leaving 2,072 shares worth $641K. The position accounts for 0.31% of the portfolio, ranked #72.

Concorde Asset Management first reported a position in AVGO in Q3 2023 and has held it in 10 quarters since. The position peaked at $956K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Concorde Asset Management held 2,072 shares of Broadcom worth $641K as of Q1 2026.
  • Concorde Asset Management sold 533 Broadcom shares in Q1 2026, an estimated $175K.
  • Broadcom made up 0.31% of Concorde Asset Management's portfolio in Q1 2026, its #72 holding.
  • Concorde Asset Management first reported a position in Broadcom in Q3 2023 and has held it in 10 quarters since.
  • Concorde Asset Management's Broadcom position peaked at $956K in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.