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Copley Financial Group’s Broadcom AVGO Stock Holding History

Copley Financial Group’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 		$551K Sell
1,780
-85
-5% -$28K 0.33% 42
2025
Q4 		$645K Sell
1,865
-624
-25% -$223K 0.4% 34
2025
Q3 		$821K Sell
2,489
-161
-6% -$49.4K 0.56% 26
2025
Q2 		$730K Buy
2,650
+1,167
+79% +$253K 0.54% 27
2025
Q1 		$248K Sell
1,483
-20
-1% -$4.23K 0.19% 92
2024
Q4 		$348K Sell
1,503
-695
-32% -$129K 0.27% 89
2024
Q3 		$379K Buy
+2,198
New +$352K 0.34% 77

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

Copley Financial Group's AVGO Position: Q1 2026 in Review

Copley Financial Group reduced its Broadcom (AVGO) stake by 4.6% in Q1 2026, selling an estimated $28K and leaving 1,780 shares worth $551K. The position accounts for 0.33% of the portfolio, ranked #42.

Copley Financial Group first reported a position in AVGO in Q3 2024 and has held it in 7 quarters since. The position peaked at $821K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • Copley Financial Group held 1,780 shares of Broadcom worth $551K as of Q1 2026.
  • Copley Financial Group sold 85 Broadcom shares in Q1 2026, an estimated $28K.
  • Broadcom made up 0.33% of Copley Financial Group's portfolio in Q1 2026, its #42 holding.
  • Copley Financial Group first reported a position in Broadcom in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Broadcom position peaked at $821K in Q3 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.