Costello Asset Management’s Broadcom AVGO Stock Holding History

Costello 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	$746K	Buy	2,411 +201	+9%	+$66.1K	0.26%	51
2025 Q4	$765K	Sell	2,210 -182	-8%	-$65.1K	0.25%	49
2025 Q3	$789K	Sell	2,392 -136	-5%	-$41.7K	0.26%	52
2025 Q2	$697K	Buy	2,528 +38	+2%	+$8.25K	0.26%	52
2025 Q1	$417K	Buy	+2,490	New	+$527K	0.17%	65
2022 Q3	–	Sell	-400	Closed	-$19K	–	216
2022 Q2	$19K	Sell	400 -1,960	-83%	-$110K	0.02%	133
2022 Q1	$149K	Sell	2,360 -1,990	-46%	-$118K	0.1%	68
2021 Q4	$289K	Sell	4,350 -490	-10%	-$27.5K	0.18%	59
2021 Q3	$235K	Buy	4,840 +20	+0.4%	+$973	0.15%	62
2021 Q2	$230K	Sell	4,820 -1,540	-24%	-$71.4K	0.15%	61
2021 Q1	$295K	Sell	6,360 -2,730	-30%	-$126K	0.2%	56
2020 Q4	$398K	Buy	9,090 +4,360	+92%	+$170K	0.3%	48
2020 Q3	$172K	Buy	4,730 +3,270	+224%	+$110K	0.15%	56
2020 Q2	$46K	Buy	+1,460	New	+$40.9K	0.05%	92

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Costello Asset Management increased its Broadcom (AVGO) stake by 9.1% in Q1 2026, buying an estimated $66.1K and bringing the position to 2,411 shares worth $746K. The position accounts for 0.26% of the portfolio, ranked #51.

Costello Asset Management first reported a position in AVGO in Q2 2020 and has held it in 14 quarters since. The position peaked at $789K in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Costello Asset Management held 2,411 shares of Broadcom worth $746K as of Q1 2026.
Costello Asset Management bought 201 Broadcom shares in Q1 2026, an estimated $66.1K.
Broadcom made up 0.26% of Costello Asset Management's portfolio in Q1 2026, its #51 holding.
Costello Asset Management first reported a position in Broadcom in Q2 2020 and has held it in 14 quarters since.
Costello Asset Management's Broadcom position peaked at $789K in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.