Coston McIsaac & Partners’s Broadcom AVGO Stock Holding History

Coston McIsaac & Partners’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	$383K	Buy	1,238 +3	+0.2%	+$987	0.09%	98
2025 Q4	$427K	Buy	1,235 +615	+99%	+$220K	0.1%	93
2025 Q3	$204K	Buy	620 +14	+2%	+$4.29K	0.05%	142
2025 Q2	$167K	Buy	606 +1	+0.2%	+$217	0.04%	152
2025 Q1	$101K	Buy	605 +1	+0.2%	+$212	0.03%	191
2024 Q4	$140K	Hold	604	–	–	0.04%	151
2024 Q3	$104	Buy	604 +4	+0.7%	+$641	0.03%	181
2024 Q2	$97K	Buy	600 +20	+3%	+$2.8K	0.03%	182
2024 Q1	$77K	Hold	580	–	–	0.02%	207
2023 Q4	$64K	Hold	580	–	–	0.02%	222
2023 Q3	$48K	Buy	580 +10	+2%	+$867	0.02%	245
2023 Q2	$50K	Hold	570	–	–	0.02%	265
2023 Q1	$36K	Sell	570 -80	-12%	-$4.81K	0.01%	320
2022 Q4	$36	Hold	650	–	–	0.01%	320
2022 Q3	$28K	Hold	650	–	–	0.01%	301
2022 Q2	$32K	Buy	+650	New	+$36.5K	0.02%	170

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

Coston McIsaac & Partners's AVGO Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Broadcom (AVGO) stake by 0.24% in Q1 2026, buying an estimated $987 and bringing the position to 1,238 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #98.

Coston McIsaac & Partners first reported a position in AVGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $427K in Q4 2025. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Coston McIsaac & Partners held 1,238 shares of Broadcom worth $383K as of Q1 2026.
Coston McIsaac & Partners bought 3 Broadcom shares in Q1 2026, an estimated $987.
Broadcom made up 0.09% of Coston McIsaac & Partners's portfolio in Q1 2026, its #98 holding.
Coston McIsaac & Partners first reported a position in Broadcom in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's Broadcom position peaked at $427K in Q4 2025.
4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.